Institutional Owners for AER
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| ASSETMARK INC | SHS | 601 | $42,288 | 569 | 0.00 | 569 | +Inf | 12-31-2023 | |
| WEALTHPLAN PARTNERS LLC | Stock/ETF | Liquidated | $0 | 0 | 0.00 | 0.00 | 0 | 0.00 | 03-31-2024 |
| UMB BANK NA | SHS | 603 | $46,236 | 532 | 0.00 | 0.00 | -4,165 | -88.67 | 03-31-2024 |
| QUARRY LP | SHS | Liquidated | $0 | 0 | 0.00 | 0.00 | 75 | 17.01 | 12-31-2023 |
