AWM
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AE Wealth Management’s DoubleVerify DV Stock Holding History

AE Wealth Management’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-22,548
Closed -$617K – 1827
2022
Q3 		$617K Buy
+22,548
New +$617K ﹤0.01% 1136