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AE Wealth Management’s OppFi OPFI Stock Holding History

AE Wealth Management’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$153K Sell
10,969
-16,709
-60% -$234K ﹤0.01% 1372
2025
Q1 		$257K Buy
+27,678
New +$257K ﹤0.01% 1157