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 |
|---|---|---|---|---|---|---|---|---|---|
| CHUBB LIMITED | COM | 701 | $4,514,000 | 18,712 | 0.00 | 0.00 | -2,654 | -12.42 | 12-31-2023 |
| BELPOINTE PREP LLC | UNIT RP LTD LB A | 702 | $4,512,792 | 69,428 | 0.00 | 0.00 | -13,461 | -16.24 | 12-31-2023 |
| CORNING INC | COM | 703 | $4,484,459 | 145,316 | 0.00 | 0.00 | -51,394 | -26.13 | 12-31-2023 |
| LEAR CORP | COM NEW | 704 | $4,456,048 | 33,336 | 0.00 | 33,336 | +Inf | 12-31-2023 |
