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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 251 | $19,026,875 | 234,987 | 0.00 | 0.00 | 7,504 | 3.30 | 12-31-2023 |
| SERIES PORTFOLIOS TR | PANAGRAM AAA | 252 | $18,770,330 | 738,699 | 0.00 | 0.00 | 545,113 | 281.59 | 12-31-2023 |
| SELECT SECTOR SPDR TR | ENERGY | 253 | $18,726,898 | 222,279 | 0.00 | 0.00 | -4,735 | -2.09 | 12-31-2023 |
| DOMINION ENERGY INC | COM | 254 | $18,624,248 | 408,785 | 0.00 | 0.00 | -28,408 | -6.50 | 12-31-2023 |
