HSBC HLDGS PLC

Ticker: HSBC CUSIP: 404280406 Class: ADR

AE Wealth Management LLC's Holding History (CIK: 0001697723)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 8,227 Value ($000) $647 Avg Close — Range —
Q3 2025
Shares 7,531 Value ($000) $535 Avg Close — Range —
Q2 2025
Shares 7,369 Value ($000) $448 Avg Close — Range —
Q1 2025
Shares 6,753 Value ($000) $388 Avg Close — Range —
Q4 2024
Shares 6,898 Value ($000) $341 Avg Close — Range —
Q3 2024
Shares 6,924 Value ($000) $313 Avg Close — Range —
Q2 2024
Shares 7,547 Value ($000) $328 Avg Close — Range —
Q1 2024
Shares 7,667 Value ($000) $302 Avg Close — Range —
Q4 2023
Shares 27,714 Value ($000) $1,099 Avg Close — Range —
Q3 2023
Shares 25,247 Value ($000) $996 Avg Close — Range —
Q2 2023
Shares 24,885 Value ($000) $986 Avg Close — Range —
Q4 2022
Shares 26,827 Value ($000) $836 Avg Close — Range —