AWM
LUNA

AE Wealth Management’s Luna Innovations Incorporated LUNA Stock Holding History

AE Wealth Management’s Portfolio LUNA Stock Details LUNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-15,305
Closed -$108K – 2071
2023
Q4 		$108K Sell
15,305
-2,055
-12% -$14.4K ﹤0.01% 1933
2023
Q3 		$102K Buy
+17,360
New +$102K ﹤0.01% 1835