AE Wealth Management LLC
Holdings in TBI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $144,434 | 31,746 | Shares | Other | 2026-01-26 |
| 2025-09-30 | $165,255 | 26,960 | Shares | Other | 2025-11-03 |
| 2025-06-30 | $126,951 | 19,593 | Shares | Other | 2025-08-06 |
| 2025-03-31 | $104,151 | 19,616 | Shares | Other | 2025-05-06 |
| 2024-12-31 | $106,192 | 12,643 | Shares | Other | 2025-02-13 |
| 2022-12-31 | $976,141 | 49,854 | Shares | Sole | 2023-01-31 |
| 2022-09-30 | $880,503 | 46,148 | Shares | Sole | 2022-10-25 |