Measured Wealth Private Client Group, LLC
Position in AEIS — Advanced Energy Industries Inc
CIK 1720235
PORTSMOUTH, NH
Position in AEIS
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$36,168
-$1,266 QoQ
Shares Held
97
-16.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#585
of 677 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AEIS Over Time
Shares Held
Position Value (USD)
Position in Electrical Equipment & Parts
Industrials · as of Jun 30, 2026Measured Wealth Private Client Group, LLC holds $909,886 across 6 Electrical Equipment & Parts names. AEIS ranks #5 (4.0% of the industry book) .
All Filings in AEIS
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $36,168 | 97 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $37,434 | 116 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $48,783 | 233 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $36,069 | 212 | Shares | Sole | 2025-11-14 | |
| No filing history on record for this holder in this stock. | ||||||