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 |
|---|---|---|---|---|---|---|---|---|---|
| STRYKER CORPORATION | COM | 1601 | $605,196 | 1,692 | 0.00 | 0.00 | -12,139 | -87.77 | 03-31-2024 |
| ABRDN PLATINUM ETF TRUST | PHYSCL PLATM SHS | Liquidated | $0 | 0 | 0.00 | 7,166 | +Inf | 03-31-2024 | |
| U HAUL HOLDING COMPANY | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 143 | 1.62 | 03-31-2024 |
| RB GLOBAL INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 3,731 | 63.41 | 03-31-2024 |
