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 |
|---|---|---|---|---|---|---|---|---|---|
| STARWOOD PPTY TR INC | COM | 2151 | $453,644 | 21,737 | 0.00 | 0.00 | 750 | 3.57 | 12-31-2023 |
| CITY HLDG CO | COM | 2152 | $453,489 | 4,258 | 0.00 | 4,258 | +Inf | 12-31-2023 | |
| CHURCHILL DOWNS INC | COM | 2153 | $453,479 | 3,743 | 0.00 | 0.00 | -402 | -9.70 | 12-31-2023 |
| BEACON ROOFING SUPPLY INC | COM | 2154 | $452,369 | 5,404 | 0.00 | 5,404 | +Inf | 12-31-2023 |
