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
EQT CORP COM 1651 $692,645 19,304 0.00 0.00 -38,726 -66.73 12-31-2023
VISTRA CORP COM 1652 $690,358 16,929 0.00 0.00 8,859 109.78 12-31-2023
SAREPTA THERAPEUTICS INC COM 1653 $689,227 5,805 0.00 5,805 +Inf 12-31-2023
HEALTHCARE RLTY TR CL A COM 1654 $686,669 41,291 0.00 0.00 2,978 7.77 12-31-2023
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