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 |
|---|---|---|---|---|---|---|---|---|---|
| NUTANIX INC | CL A | 1801 | $593,489 | 10,777 | 0.00 | 0.00 | -4,095 | -27.53 | 12-31-2023 |
| EAGLE MATLS INC | COM | 1802 | $593,316 | 2,748 | 0.00 | 0.00 | -2,607 | -48.68 | 12-31-2023 |
| ISHARES TR | EXPONENTIAL TECH | 1803 | $588,228 | 10,142 | 0.00 | 0.00 | -104 | -1.02 | 12-31-2023 |
| BARRICK GOLD CORP | COM | 1804 | $588,164 | 37,873 | 0.00 | 0.00 | 4,520 | 13.55 | 12-31-2023 |
