$247 Million is the total value of AE Wealth Management LLC's 189 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2016 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD INDEX FDS | 28 | Q3 2023 | 19.4% |
VANGUARD TAX-MANAGED INTL FD | 28 | Q3 2023 | 6.7% |
APPLE INC | 28 | Q3 2023 | 3.5% |
ISHARES TR | 28 | Q3 2023 | 3.4% |
ISHARES TR | 28 | Q3 2023 | 3.2% |
ISHARES TR | 28 | Q3 2023 | 3.0% |
ISHARES TR | 28 | Q3 2023 | 10.8% |
VANGUARD SCOTTSDALE FDS | 28 | Q3 2023 | 2.2% |
MICROSOFT CORP | 28 | Q3 2023 | 2.4% |
SPDR S&P 500 ETF TR | 28 | Q3 2023 | 2.1% |
View AE Wealth Management LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-15 |
13F-HR | 2024-02-14 |
13F-HR | 2023-10-11 |
13F-HR | 2023-07-10 |
13F-HR | 2023-04-14 |
13F-HR | 2023-01-31 |
13F-HR | 2022-10-25 |
13F-HR | 2022-08-03 |
13F-HR | 2022-04-18 |
13F-HR | 2022-01-20 |
View AE Wealth Management LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.