AE Wealth Management LLC
CIK
0001697723
City
TOPEKA
State / Country
KS
Holdings in CLM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $601,109 | 71,903 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $559,868 | 67,617 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $407,331 | 50,164 | Shares | Sole | 2025-08-06 |
| 2024-12-31 | $170,319 | 20,145 | Shares | Sole | 2025-02-13 |
| 2023-09-30 | $87,749 | 11,075 | Shares | Sole | 2023-10-11 |