AWM
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AE Wealth Management’s Regency Centers REG Stock Holding History

AE Wealth Management’s Portfolio REG Stock Details REG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-4,832
Closed -$287K – 2154
2023
Q3 		$287K Buy
+4,832
New +$287K ﹤0.01% 1628