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 |
|---|---|---|---|---|---|---|---|---|---|
| CENCORA INC | COM | 201 | $24,215,913 | 111,245 | 0.00 | 0.00 | 16,752 | 17.73 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | NASDAQ EQT PREM | 202 | $24,113,579 | 465,603 | 0.00 | 0.00 | -35,662 | -7.11 | 12-31-2023 |
| EMERSON ELEC CO | COM | 203 | $24,097,643 | 253,499 | 0.00 | 0.00 | 15,362 | 6.45 | 12-31-2023 |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 204 | $23,892,579 | 568,330 | 0.00 | 0.00 | 195,324 | 52.36 | 12-31-2023 |
