AE Wealth Management LLC

CIK
0001697723
City
TOPEKA
State / Country
KS

Holdings in ATR

Position Over Time

Report Date Value (USD) Shares
2025-12-31 $40,820,837 334,707
2025-09-30 $26,299,062 196,761
2025-06-30 $29,706,036 189,900
2025-03-31 $27,109,301 182,702
2024-12-31 $24,924,687 158,655
2024-09-30 $20,904,145 130,496
2024-06-30 $14,864,597 105,565
2024-03-31 $10,378,630 72,129
2023-12-31 $7,192,582 58,183
2023-09-30 $4,031,539 32,242
2023-06-30 $2,442,444 21,081
2023-03-31 $1,891,040 16,000
2022-12-31 $1,551,047 14,103
2022-09-30 $1,242,232 13,072