AE Wealth Management’s Comfort Systems FIX Stock Holding History

AE Wealth Management’s Portfolio FIX Stock Details FIX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$453K	Sell
2025 Q1	$334K	Buy
2024 Q1	–	Sell
2023 Q4	$369K	Buy
2023 Q3	$292K	Buy
2023 Q2	$230K	Sell
2023 Q1	$265K	Buy