Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
AE WEALTH MANAGEMENT LLC 02-14-2024 12-31-2023 2252 19,584,106,044
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
APPLE INC COM 1 $603,333,765 3,135,504 0.00 0.00 261,924 9.11 12-31-2023
MICROSOFT CORP COM 2 $454,682,882 1,125,648 0.00 0.00 121,036 12.05 12-31-2023
SPDR SER TR PORTFOLIO S&P500 3 $446,916,482 7,796,868 0.00 0.00 511,684 7.02 12-31-2023
VANGUARD INDEX FDS S&P 500 ETF SHS 4 $394,097,395 879,230 0.00 0.00 115,399 15.11 12-31-2023
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