AWM
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AE Wealth Management’s Stifel SF Stock Holding History

AE Wealth Management’s Portfolio SF Stock Details SF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-3,063
Closed -$227K – 1831
2023
Q4 		$227K Buy
+3,063
New +$227K ﹤0.01% 1833