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 |
|---|---|---|---|---|---|---|---|---|---|
| EXACT SCIENCES CORP | COM | 1701 | $653,580 | 10,168 | 0.00 | 0.00 | -1,244 | -10.90 | 12-31-2023 |
| ISHARES INC | MSCI AUST ETF | 1702 | $652,611 | 27,548 | 0.00 | 27,548 | +Inf | 12-31-2023 | |
| VULCAN MATLS CO | COM | 1703 | $650,418 | 2,925 | 0.00 | 0.00 | 1 | 0.03 | 12-31-2023 |
| INDEPENDENCE RLTY TR INC | COM | 1704 | $650,259 | 42,978 | 0.00 | 0.00 | -16,012 | -27.14 | 12-31-2023 |
