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
VANECK ETF TRUST STEEL ETF Liquidated $0 0 0.00 0.00 966 31.07 03-31-2024
CAL MAINE FOODS INC COM NEW 2552 $284,227 4,830 0.00 0.00 -10,799 -69.10 03-31-2024
TIMOTHY PLAN US LRGMD CP CORE Liquidated $0 0 0.00 0.00 26 0.35 03-31-2024
TRIMBLE INC COM Liquidated $0 0 0.00 0.00 -211 -3.66 03-31-2024
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