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 |
|---|---|---|---|---|---|---|---|---|---|
| LEGEND BIOTECH CORP | SPONSORED ADS | Liquidated | $0 | 0 | 0.00 | 0.00 | 328 | 4.87 | 12-31-2023 |
| SPX TECHNOLOGIES INC | COM | 2102 | $473,745 | 4,587 | 0.00 | 0.00 | -117 | -2.49 | 12-31-2023 |
| SCHWAB STRATEGIC TR | MUN BD ETF | 2103 | $472,966 | 9,092 | 0.00 | 9,092 | +Inf | 12-31-2023 | |
| CLEAR SECURE INC | COM CL A | 2104 | $470,066 | 23,669 | 0.00 | 0.00 | 373 | 1.60 | 12-31-2023 |
