| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| AE Wealth Management LLC | $11.8B | Topeka, KS | 028-17779 |
| Quarter | Holdings | Value $ | Bought | Sold | Net | Top Holdings | Form Type | Date Filed |
|---|---|---|---|---|---|---|---|---|
| Q4 2024 | 97 | $162M | +$20.9M | -$3.36M | +$17.5M | AGG, VOO, IVV, VBR, SCHE | 13F-HR | 2/14/2025, 01:24 PM |
| Q3 2024 | 93 | $156M | +$10.5M | -$1.59M | +$8.86M | AGG, VOO, IVV, SCHE, VBR | 13F-HR | 1/21/2025, 04:23 PM |
| Q2 2024 | 84 | $139M | +$13.5M | -$698K | +$12.8M | AGG, VOO, IVV, SCHE, IAGG | 13F-HR | 1/21/2025, 04:23 PM |
| Q1 2024 | 81 | $125M | +$21.5M | -$10.8M | +$10.7M | AGG, VOO, IVV, VBR, SCHE | 13F-HR | 1/21/2025, 04:23 PM |
| Q4 2023 | 67 | $109M | +$10.4M | -$3.07M | +$7.3M | AGG, VOO, IVV, VBR, VOE | 13F-HR | 1/21/2025, 04:23 PM |
| Q3 2023 | 63 | $94.1M | +$9.41M | -$1.03M | +$8.39M | AGG, VOO, VBR, IVV, VOE | 13F-HR | 1/21/2025, 04:23 PM |
| Q2 2023 | 52 | $89.5M | $0 | $0 | AGG, VOO, VBR, VOE, IAGG | 13F-HR | 1/21/2025, 04:23 PM |