AE Wealth Management LLC
Position in TAXX — BondBloxx IR+M Tax-Aware Short Duration ETF
CIK 1697723
TOPEKA, KS
All Filings in TAXX
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 TAXX | $2,527,797 | 50,001 | Shares | Other | 2026-05-13 | |
| 2025-12-31 TAXX | $545,240 | 10,750 | Shares | Other | 2026-01-26 | |
| 2025-09-30 TAXX | $610,077 | 11,967 | Shares | Other | 2025-11-03 | |
| No filing history on record for this holder in this stock. | ||||||