AWM
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AE Wealth Management’s Everest Group EG Stock Holding History

AE Wealth Management’s Portfolio EG Stock Details EG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-4,252
Closed -$1.61M – 1378
2023
Q4 		$1.61M Buy
+4,252
New +$1.61M 0.01% 973