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 |
|---|---|---|---|---|---|---|---|---|---|
| GLOBAL X FDS | LITHIUM BTRY ETF | 1751 | $616,775 | 14,198 | 0.00 | 0.00 | -5,135 | -26.56 | 12-31-2023 |
| ABRDN GOLD ETF TRUST | PHYSCL GOLD SHS | 1752 | $615,563 | 31,878 | 0.00 | 0.00 | 128 | 0.40 | 12-31-2023 |
| SPDR SER TR | S&P PHARMAC | 1753 | $615,277 | 14,546 | 0.00 | 0.00 | 2,288 | 18.67 | 12-31-2023 |
| WEX INC | COM | 1754 | $614,703 | 2,967 | 0.00 | 2,967 | +Inf | 12-31-2023 |
