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 |
|---|---|---|---|---|---|---|---|---|---|
| OPKO HEALTH INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | 574 | 0.25 | 12-31-2023 |
| ARK ETF TR | FINTECH INNOVA | 2352 | $370,926 | 14,439 | 0.00 | 0.00 | -3,181 | -18.05 | 12-31-2023 |
| DIREXION SHS ETF TR | DLY AAPL BUL1.5X | 2353 | $369,681 | 13,616 | 0.00 | 13,616 | +Inf | 12-31-2023 | |
| COMFORT SYS USA INC | COM | 2354 | $368,727 | 1,778 | 0.00 | 0.00 | 64 | 3.73 | 12-31-2023 |
