AWM
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AE Wealth Management’s Root ROOT Stock Holding History

AE Wealth Management’s Portfolio ROOT Stock Details ROOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-702
Closed -$67K – 1763
2021
Q3 		$67K Buy
+702
New +$67K ﹤0.01% 1563