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 INTL EQUITY INDEX F | FTSE EUROPE ETF | 151 | $29,749,667 | 465,348 | 0.00 | 0.00 | 309,864 | 199.29 | 12-31-2023 |
| ALTRIA GROUP INC | COM | 152 | $29,700,507 | 738,819 | 0.00 | 0.00 | 355,896 | 92.94 | 12-31-2023 |
| VANGUARD ADMIRAL FDS INC | 500 VAL IDX FD | 153 | $29,680,636 | 175,875 | 0.00 | 0.00 | -9,869 | -5.31 | 12-31-2023 |
| BANK AMERICA CORP | COM | 154 | $29,544,659 | 883,777 | 0.00 | 0.00 | 97,794 | 12.44 | 12-31-2023 |
