AE Wealth Management LLC
Holdings in PDO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $208,015 | 15,030 | Shares | Sole | 2026-01-26 |
| 2025-09-30 | $200,800 | 14,221 | Shares | Sole | 2025-11-03 |
| 2025-06-30 | $179,917 | 13,347 | Shares | Sole | 2025-08-06 |