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 |
|---|---|---|---|---|---|---|---|---|---|
| ETF SER SOLUTIONS | NATIONWIDE NASDQ | 1501 | $839,873 | 36,500 | 0.00 | 0.00 | 14,062 | 62.67 | 12-31-2023 |
| ON SEMICONDUCTOR CORP | COM | 1502 | $838,362 | 11,691 | 0.00 | 0.00 | -75,399 | -86.58 | 12-31-2023 |
| ISHARES TR | DOW JONES US ETF | 1503 | $838,152 | 7,040 | 0.00 | 0.00 | -1,873 | -21.01 | 12-31-2023 |
| ISHARES TR | ESG MSCI USA ETF | 1504 | $833,118 | 20,182 | 0.00 | 0.00 | -2,063 | -9.27 | 12-31-2023 |
