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 |
|---|---|---|---|---|---|---|---|---|---|
| INSULET CORP | COM | 2851 | $223,495 | 1,143 | 0.00 | 0.00 | -2,641 | -69.79 | 12-31-2023 |
| NORTHEAST BK LEWISTON ME | COM | 2852 | $221,976 | 3,991 | 0.00 | 0.00 | -3,985 | -49.96 | 12-31-2023 |
| TERADYNE INC | COM | 2853 | $221,824 | 2,103 | 0.00 | 0.00 | -1,212 | -36.56 | 12-31-2023 |
| EXCHANGE TRADED CONCEPTS TR | BITWISE CRYPTO | 2854 | $221,658 | 24,711 | 0.00 | 0.00 | 11,119 | 81.81 | 12-31-2023 |
