AWM
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AE Wealth Management’s LendingClub LC Stock Holding History

AE Wealth Management’s Portfolio LC Stock Details LC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-10,222
Closed -$62.4K – 2114
2023
Q3 		$62.4K Sell
10,222
-25,944
-72% -$158K ﹤0.01% 1873
2023
Q2 		$353K Buy
+36,166
New +$353K ﹤0.01% 1541