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
MEDPACE HLDGS INC COM 2651 $272,901 915 0.00 915 +Inf 12-31-2023
FIRST TR EXCHANGE-TRADED FD INTL DEV STRNGTH 2652 $272,537 8,092 0.00 0.00 -153,619 -95.00 12-31-2023
MASIMO CORP COM 2653 $272,506 2,141 0.00 2,141 +Inf 12-31-2023
WHIRLPOOL CORP COM 2654 $272,028 2,346 0.00 0.00 -1,630 -41.00 12-31-2023
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