AE Wealth Management’s Wheels Up UP Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$19.5K	Hold	18,250	–	–	﹤0.01%	1771
2025 Q1	$18.4K	Buy	18,250 +3,000	+20%	+$3.03K	﹤0.01%	1761
2024 Q4	$25.2K	Buy	+15,250	New	+$25.2K	﹤0.01%	1678