Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| AE WEALTH MANAGEMENT LLC | 05-15-2024 | 03-31-2024 | 7224 | 8,847,328,393 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 1151 | $1,019,782 | 16,432 | 0.00 | 0.00 | -781,647 | -97.94 | 03-31-2024 |
| FRANKLIN TEMPLETON ETF TR | US CORE BOND ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 17 | 0.04 | 03-31-2024 |
| SYSCO CORP | COM | 1153 | $1,013,154 | 12,480 | 0.00 | 0.00 | -25,072 | -66.77 | 03-31-2024 |
| OREILLY AUTOMOTIVE INC | COM | 1154 | $1,012,605 | 897 | 0.00 | 0.00 | -2,882 | -76.26 | 03-31-2024 |
