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 |
|---|---|---|---|---|---|---|---|---|---|
| QUANTUMSCAPE CORP | COM CL A | 3151 | $72,968 | 11,006 | 0.00 | 0.00 | -17 | -0.15 | 12-31-2023 |
| GERDAU SA | SPON ADR REP PFD | 3152 | $72,513 | 16,332 | 0.00 | 16,332 | +Inf | 12-31-2023 | |
| PUTNAM MANAGED MUN INCOME TR | COM | 3153 | $72,207 | 11,935 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| SENSUS HEALTHCARE INC | COM | 3154 | $71,359 | 20,215 | 0.00 | 20,215 | +Inf | 12-31-2023 |
