AWM
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AE Wealth Management’s Morningstar MORN Stock Holding History

AE Wealth Management’s Portfolio MORN Stock Details MORN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$546K Buy
1,740
+20
+1% +$6.28K ﹤0.01% 894
2025
Q1 		$516K Buy
+1,720
New +$516K ﹤0.01% 913