AE Wealth Management LLC
Holdings in SW
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $14,294,418 | 369,652 | Shares | Other | 2026-01-26 |
| 2025-09-30 | $14,424,735 | 338,848 | Shares | Other | 2025-11-03 |
| 2025-06-30 | $13,681,075 | 317,059 | Shares | Other | 2025-08-06 |