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 |
|---|---|---|---|---|---|---|---|---|---|
| FIRST TR EXCHNG TRADED FD VI | CBOE VEST US BUF | 601 | $5,896,704 | 140,101 | 0.00 | 0.00 | -596,557 | -80.98 | 12-31-2023 |
| AIM ETF PRODUCTS TRUST | US LRGCP B20 FEB | 602 | $5,839,586 | 208,260 | 0.00 | 0.00 | 186,948 | 877.20 | 12-31-2023 |
| SKYWORKS SOLUTIONS INC | COM | 603 | $5,823,675 | 55,681 | 0.00 | 0.00 | 41,066 | 280.99 | 12-31-2023 |
| ISHARES TR | MORTGE REL ETF | 604 | $5,822,348 | 247,759 | 0.00 | 0.00 | 20,313 | 8.93 | 12-31-2023 |
