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 |
|---|---|---|---|---|---|---|---|---|---|
| BUNGE GLOBAL SA | COM SHS | 751 | $3,887,606 | 44,027 | 0.00 | 44,027 | +Inf | 12-31-2023 | |
| DIMENSIONAL ETF TRUST | INTL SMALL CAP V | 752 | $3,887,001 | 153,032 | 0.00 | 0.00 | 4,601 | 3.10 | 12-31-2023 |
| VANGUARD MUN BD FDS | TAX EXEMPT BD | 753 | $3,870,815 | 76,695 | 0.00 | 0.00 | -21,522 | -21.91 | 12-31-2023 |
| FIRST TR EXCH TRADED FD III | LNG/SHT EQUITY | 754 | $3,869,549 | 66,328 | 0.00 | 0.00 | 8,076 | 13.86 | 12-31-2023 |
