AE Wealth Management LLC

Position in TRU — TransUnion

CIK 1697723 TOPEKA, KS

Position in TRU

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,976,548

+$377,034 QoQ

Shares Held

41,261

+9.8% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#183

of 518 holders

Holding Since

Jun 2020

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

AE Wealth Management LLC holds $54,953,933 across 10 Financial Data & Stock Exchanges names. TRU ranks #6 (5.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FDS	Factset Research Systems Inc	74,546	$17,151,517
2	MCO	Moodys Corp /De/	35,034	$15,867,562
3	ICE	Intercontinental Exchange, Inc.	44,178	$5,438,728
4	NDAQ	Nasdaq, Inc.	60,617	$4,777,821
5	SPGI	S&P Global Inc.	11,762	$4,531,969
6	TRU	TransUnion This page	41,261	$2,976,548
7	COIN	Coinbase Global, Inc.	12,547	$1,834,231
8	CME	Cme Group Inc.	5,489	$1,212,118

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,976,548	41,261	+9.8%	Shares	Other	2026-08-03
2026-03-31	$2,599,514	37,571	+1390.3%	Shares	Other	2026-05-13
2025-12-31	$216,169	2,521	-91.4%	Shares	Other	2026-01-26
2022-06-30	$2,343,946	29,303	+3.0%	Shares	Sole	2022-08-03
2022-03-31	$2,940,746	28,457	+0.8%	Shares	Sole	2022-04-18
2021-12-31	$3,349,054	28,243	+16.0%	Shares	Sole	2022-01-20
2021-09-30	$2,734,860	24,351	+5.8%	Shares	Sole	2021-11-01
2021-06-30	$2,527,606	23,018	+10.6%	Shares	Sole	2021-07-21
2021-03-31	$1,873,170	20,813	+134.2%	Shares	Sole	2021-04-27
2020-06-30	$773,524	8,887	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.