AWM
EFC

AE Wealth Management’s Ellington Financial EFC Stock Holding History

AE Wealth Management’s Portfolio EFC Stock Details EFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,091
Closed -$159K – 2189
2024
Q4 		$159K Buy
13,091
+1,727
+15% +$20.9K ﹤0.01% 1323
2024
Q3 		$146K Buy
+11,364
New +$146K ﹤0.01% 1197