AE Wealth Management LLC
Position in XSVN — BondBloxx Bloomberg Seven Year Target Duration US Treasury ETF
CIK 1697723
TOPEKA, KS
All Filings in XSVN
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 XSVN | $24,590,817 | 515,315 | Shares | Other | 2026-05-13 | |
| 2025-12-31 XSVN | $18,101,329 | 376,766 | Shares | Other | 2026-01-26 | |
| 2025-09-30 XSVN | $12,265,215 | 254,534 | Shares | Other | 2025-11-03 | |
| 2025-06-30 XSVN | $6,923,869 | 144,609 | Shares | Other | 2025-08-06 | |
| 2025-03-31 XSVN | $5,772,488 | 120,890 | Shares | Other | 2025-05-06 | |
| 2024-12-31 XSVN | $4,319,334 | 93,371 | Shares | Other | 2025-02-13 | |
| 2024-09-30 XSVN | $679,628 | 13,853 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 XSVN | $689,537 | 14,671 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 XSVN | $667,523 | 14,062 | Shares | Sole | 2024-05-15 | |
| No filing history on record for this holder in this stock. | ||||||