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 |
|---|---|---|---|---|---|---|---|---|---|
| AIM ETF PRODUCTS TRUST | US LRGCP B20 NOV | 2201 | $438,105 | 15,257 | 0.00 | 15,257 | +Inf | 12-31-2023 | |
| VANECK ETF TRUST | JUNIOR GOLD MINE | Liquidated | $0 | 0 | 0.00 | 0.00 | -615 | -4.34 | 12-31-2023 |
| TRUSTMARK CORP | COM | 2203 | $436,212 | 15,496 | 0.00 | 0.00 | -17 | -0.11 | 12-31-2023 |
| INTERDIGITAL INC | COM | 2204 | $435,959 | 4,139 | 0.00 | 4,139 | +Inf | 12-31-2023 |
