AWM
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AE Wealth Management’s Lyell Immunopharma LYEL Stock Holding History

AE Wealth Management’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,250
Closed -$13.5K – 2214
2025
Q1 		$13.5K Hold
1,250
– – ﹤0.01% 1811
2024
Q4 		$16K Buy
+1,250
New +$16K ﹤0.01% 1775