AWM
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AE Wealth Management’s Resources Connection RGP Stock Holding History

AE Wealth Management’s Portfolio RGP Stock Details RGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$225K Buy
41,988
+13,343
+47% +$71.7K ﹤0.01% 1247
2025
Q1 		$187K Buy
+28,645
New +$187K ﹤0.01% 1296