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 |
|---|---|---|---|---|---|---|---|---|---|
| OXFORD LANE CAP CORP | COM | 2401 | $353,013 | 67,887 | 0.00 | 0.00 | 2,479 | 3.79 | 12-31-2023 |
| AGNICO EAGLE MINES LTD | COM | 2402 | $352,450 | 7,137 | 0.00 | 0.00 | 2,049 | 40.27 | 12-31-2023 |
| FEDERAL RLTY INVT TR NEW | SH BEN INT NEW | 2403 | $352,284 | 3,400 | 0.00 | 0.00 | 580 | 20.57 | 12-31-2023 |
| AMKOR TECHNOLOGY INC | COM | 2404 | $351,700 | 10,782 | 0.00 | 10,782 | +Inf | 12-31-2023 |
