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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | FT CBOE VEST US | 1301 | $1,191,691 | 37,130 | 0.00 | 37,130 | +Inf | 12-31-2023 | |
| ALLETE INC | COM NEW | Liquidated | $0 | 0 | 0.00 | 0.00 | -9,032 | -28.66 | 12-31-2023 |
| SPDR SER TR | PORTFOLIO LN COR | 1303 | $1,185,170 | 50,931 | 0.00 | 0.00 | -12,179 | -19.30 | 12-31-2023 |
| POLARIS INC | COM | 1304 | $1,179,548 | 12,910 | 0.00 | 0.00 | 9,917 | 331.34 | 12-31-2023 |
