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 |
|---|---|---|---|---|---|---|---|---|---|
| WOODSIDE ENERGY GROUP LTD | SPONSORED ADR | 2951 | $205,816 | 9,957 | 0.00 | 9,957 | +Inf | 12-31-2023 | |
| LANDSTAR SYS INC | COM | 2952 | $205,654 | 1,043 | 0.00 | 0.00 | -217 | -17.22 | 12-31-2023 |
| LEGG MASON ETF INVT | FRANKLIN INTL LW | 2953 | $204,831 | 7,339 | 0.00 | 0.00 | -4,935 | -40.21 | 12-31-2023 |
| ONE GAS INC | COM | Liquidated | $0 | 0 | 0.00 | 2,996 | +Inf | 12-31-2023 |
