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 |
|---|---|---|---|---|---|---|---|---|---|
| DOCUSIGN INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,257 | -14.65 | 03-31-2024 |
| BALL CORP | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 309 | 2.20 | 03-31-2024 |
| FIRST TR EXCHNG TRADED FD VI | FT VEST US EQT | 1303 | $820,781 | 18,129 | 0.00 | 18,129 | +Inf | 03-31-2024 | |
| VERISIGN INC | COM | 1304 | $820,578 | 4,330 | 0.00 | 0.00 | -6,363 | -59.51 | 03-31-2024 |
