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 |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 51 | $67,547,344 | 361,192 | 0.00 | 0.00 | 8,808 | 2.50 | 12-31-2023 |
| TESLA INC | COM | 52 | $67,520,560 | 368,461 | 0.00 | 0.00 | 72,445 | 24.47 | 12-31-2023 |
| ISHARES TR | CORE S&P SCP ETF | 53 | $67,104,995 | 633,066 | 0.00 | 0.00 | -64,737 | -9.28 | 12-31-2023 |
| ISHARES TR | RUS MDCP VAL ETF | 54 | $66,803,816 | 580,146 | 0.00 | 0.00 | 9,171 | 1.61 | 12-31-2023 |
