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 |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD BD INDEX FDS | SHORT TRM BOND | 101 | $42,838,999 | 556,857 | 0.00 | 0.00 | 100,647 | 22.06 | 12-31-2023 |
| COSTCO WHSL CORP NEW | COM | 102 | $42,764,879 | 62,260 | 0.00 | 0.00 | 4,830 | 8.41 | 12-31-2023 |
| AT&T INC | COM | 103 | $42,205,583 | 2,441,040 | 0.00 | 0.00 | 65,424 | 2.75 | 12-31-2023 |
| ISHARES TR | 7-10 YR TRSY BD | 104 | $42,191,169 | 444,305 | 0.00 | 0.00 | 49,348 | 12.49 | 12-31-2023 |
