ZIONS BANCORPORATION N A

Ticker: ZION CUSIP: 989701107 Class: COM

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

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

Q1 2025
Shares 72,031 Value ($000) $3,592 Avg Close $53.85 Range $46.19 - $59.45
Q4 2024
Shares 64,283 Value ($000) $3,487 Avg Close $54.79 Range $44.96 - $63.22
Q3 2024
Shares 52,975 Value ($000) $2,502 Avg Close $47.34 Range $42.33 - $53.32
Q2 2024
Shares 46,814 Value ($000) $2,030 Avg Close $42.20 Range $39.05 - $45.54
Q1 2024
Shares 37,348 Value ($000) $1,621 Avg Close $41.24 Range $37.76 - $45.33
Q4 2023
Shares 89,432 Value ($000) $3,937 Avg Close $36.12 Range $28.90 - $46.15
Q3 2023
Shares 8,698 Value ($000) $303 Avg Close $34.87 Range $26.69 - $39.64
Q2 2023
Shares 221,317 Value ($000) $5,945 Avg Close $27.74 Range $18.26 - $33.13
Q1 2023
Shares 155,954 Value ($000) $4,668 Avg Close $45.76 Range $22.55 - $55.20
Q4 2022
Shares 67,310 Value ($000) $3,309 Avg Close $50.03 Range $45.21 - $56.10
Q3 2022
Shares 70,942 Value ($000) $3,608 Avg Close $54.69 Range $47.92 - $59.75
Q2 2022
Shares 68,149 Value ($000) $3,469 Avg Close $56.83 Range $49.94 - $67.25
Q1 2022
Shares 61,010 Value ($000) $4,000 Avg Close $68.41 Range $59.49 - $75.44
Q4 2021
Shares 56,430 Value ($000) $3,564 Avg Close $63.85 Range $58.18 - $68.25
Q3 2021
Shares 55,180 Value ($000) $3,415 Avg Close $54.94 Range $47.06 - $64.00
Q2 2021
Shares 54,211 Value ($000) $2,866 Avg Close $56.00 Range $49.79 - $60.65
Q4 2020
Shares 9,479 Value ($000) $412 Avg Close $36.98 Range $28.57 - $44.30
Q3 2020
Shares 26,107 Value ($000) $763 Avg Close $32.23 Range $27.55 - $36.51
Q2 2020
Shares 32,278 Value ($000) $1,097 Avg Close $31.66 Range $24.41 - $40.97
Q1 2020
Shares 31,050 Value ($000) $831 Avg Close $41.19 Range $23.58 - $52.48
Q4 2019
Shares 15,536 Value ($000) $807 Avg Close $48.54 Range $41.61 - $52.08
Q3 2019
Shares 16,696 Value ($000) $743 Avg Close $43.22 Range $39.11 - $46.81
Q2 2019
Shares 20,926 Value ($000) $962 Avg Close $46.26 Range $42.80 - $50.20
Q1 2019
Shares 21,286 Value ($000) $967 Avg Close $47.71 Range $40.03 - $51.81
Q4 2018
Shares 7,170 Value ($000) $292 Avg Close $46.61 Range $38.08 - $52.26
Q3 2018
Shares 20,678 Value ($000) $1,037 Avg Close $52.80 Range $49.79 - $54.99
Q2 2018
Shares 17,006 Value ($000) $896 Avg Close $55.19 Range $50.84 - $59.19
Q1 2018
Shares 8,864 Value ($000) $467 Avg Close $53.82 Range $49.76 - $57.29
Q4 2017
Shares 5,947 Value ($000) $302 Avg Close $47.89 Range $43.50 - $52.20
Q3 2017
Shares 5,875 Value ($000) $277 Avg Close $44.50 Range $41.23 - $47.70
Q2 2017
Shares 5,861 Value ($000) $257 Avg Close $41.18 Range $38.43 - $44.85