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
ISHARES TR GL CLEAN ENE ETF 1201 $1,458,569 105,160 0.00 0.00 4,848 4.83 12-31-2023
INVESCO EXCHANGE TRADED FD T DORSEY WRIGHT MO 1202 $1,454,560 16,731 0.00 0.00 1,655 10.98 12-31-2023
SEMPRA COM 1203 $1,450,213 20,451 0.00 0.00 1,655 8.81 12-31-2023
DOLLAR GEN CORP NEW COM 1204 $1,447,618 10,848 0.00 0.00 -13,759 -55.91 12-31-2023
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