AE Wealth Management LLC
CIK
0001697723
City
TOPEKA
State / Country
KS
Holdings in EVG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,007,774 | 92,287 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $1,022,886 | 90,361 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $993,968 | 90,115 | Shares | Sole | 2025-08-06 |
| 2025-03-31 | $915,117 | 83,344 | Shares | Sole | 2025-05-06 |
| 2024-12-31 | $904,219 | 82,804 | Shares | Sole | 2025-02-13 |
| 2024-09-30 | $681,175 | 60,928 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $642,708 | 59,510 | Shares | Sole | 2024-08-12 |
| 2024-03-31 | $607,432 | 57,522 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $597,888 | 57,600 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $565,196 | 54,503 | Shares | Sole | 2023-10-11 |
| 2023-06-30 | $534,792 | 54,515 | Shares | Sole | 2023-07-10 |
| 2023-03-31 | $405,125 | 38,768 | Shares | Sole | 2023-04-14 |
| 2022-12-31 | $295,703 | 29,019 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $330,367 | 33,711 | Shares | Sole | 2022-10-25 |
| 2022-06-30 | $411,112 | 38,243 | Shares | Sole | 2022-08-03 |
| 2022-03-31 | $807,916 | 69,889 | Shares | Sole | 2022-04-18 |