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 |
|---|---|---|---|---|---|---|---|---|---|
| GSK PLC | SPONSORED ADR | 1051 | $1,995,454 | 51,074 | 0.00 | 0.00 | 8,021 | 18.63 | 12-31-2023 |
| AUTODESK INC | COM | 1052 | $1,967,223 | 7,773 | 0.00 | 0.00 | 3,732 | 92.35 | 12-31-2023 |
| ISHARES TR | HIGH YLD CORP BD | 1053 | $1,964,612 | 58,238 | 0.00 | 0.00 | 11,412 | 24.37 | 12-31-2023 |
| SCHLUMBERGER LTD | COM STK | 1054 | $1,957,770 | 36,995 | 0.00 | 0.00 | -486 | -1.30 | 12-31-2023 |
