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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN EQTY INVT LIFE HLD | COM | 1901 | $551,786 | 9,946 | 0.00 | 0.00 | -263 | -2.58 | 12-31-2023 |
| EA SERIES TRUST | ALPHA ARCH 1-3 | 1902 | $551,660 | 5,229 | 0.00 | 0.00 | 2,865 | 121.19 | 12-31-2023 |
| UNITIL CORP | COM | 1903 | $549,878 | 11,222 | 0.00 | 11,222 | +Inf | 12-31-2023 | |
| INNOVATOR ETFS TR | EMRGNG MKT JULY | 1904 | $547,567 | 23,653 | 0.00 | 0.00 | 8,743 | 58.64 | 12-31-2023 |
