AE Wealth Management LLC
Holdings in DBO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $63,806 | 5,230 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $70,343 | 5,230 | Shares | Sole | 2025-11-03 |
| 2022-03-31 | $491,039 | 28,351 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $435,768 | 32,160 | Shares | Sole | 2022-01-20 |
| 2021-09-30 | $347,596 | 25,335 | Shares | Sole | 2021-11-01 |
| 2021-06-30 | $420,665 | 32,635 | Shares | Sole | 2021-07-21 |