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 |
|---|---|---|---|---|---|---|---|---|---|
| TEXAS INSTRS INC | COM | 401 | $11,038,195 | 67,269 | 0.00 | 0.00 | 18,750 | 38.64 | 12-31-2023 |
| INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 402 | $11,032,663 | 196,906 | 0.00 | 0.00 | 186,727 | 1834.43 | 12-31-2023 |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | 403 | $10,971,808 | 221,206 | 0.00 | 0.00 | 93,136 | 72.72 | 12-31-2023 |
| ISHARES TR | GLOBAL ENERG ETF | 404 | $10,967,662 | 280,718 | 0.00 | 0.00 | 271,954 | 3103.08 | 12-31-2023 |
