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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 2301 | $395,013 | 8,200 | 0.00 | 0.00 | -4,236 | -34.06 | 12-31-2023 |
| JUNIPER NETWORKS INC | COM | 2302 | $394,277 | 10,599 | 0.00 | 0.00 | 2,337 | 28.29 | 12-31-2023 |
| MGE ENERGY INC | COM | 2303 | $394,096 | 6,004 | 0.00 | 0.00 | 72 | 1.21 | 12-31-2023 |
| HALEON PLC | SPON ADS | 2304 | $392,624 | 48,057 | 0.00 | 0.00 | 6,182 | 14.76 | 12-31-2023 |
