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 |
|---|---|---|---|---|---|---|---|---|---|
| VEEVA SYS INC | CL A COM | 451 | $9,295,465 | 44,533 | 0.00 | 0.00 | 1,896 | 4.45 | 12-31-2023 |
| MCKESSON CORP | COM | 452 | $9,263,777 | 19,090 | 0.00 | 0.00 | 4,505 | 30.89 | 12-31-2023 |
| WISDOMTREE TR | CURRNCY INT EQ | 453 | $9,152,514 | 285,269 | 0.00 | 0.00 | 37,117 | 14.96 | 12-31-2023 |
| DANAHER CORPORATION | COM | 454 | $9,019,201 | 38,709 | 0.00 | 0.00 | 287 | 0.75 | 12-31-2023 |
