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 |
|---|---|---|---|---|---|---|---|---|---|
| FRANKLIN RESOURCES INC | COM | 301 | $15,803,512 | 572,799 | 0.00 | 0.00 | -12,918 | -2.21 | 12-31-2023 |
| SHOPIFY INC | CL A | 302 | $15,747,075 | 193,097 | 0.00 | 0.00 | -19,983 | -9.38 | 12-31-2023 |
| FIRST TR EXCHANGE-TRADED FD | RISNG DIVD ACHIV | 303 | $15,701,378 | 304,822 | 0.00 | 0.00 | 87,216 | 40.08 | 12-31-2023 |
| ISHARES TR | CORE S&P TTL STK | 304 | $15,636,252 | 145,711 | 0.00 | 0.00 | 2,345 | 1.64 | 12-31-2023 |
