AWM
SR icon

AE Wealth Management’s Spire SR Stock Holding History

AE Wealth Management’s Portfolio SR Stock Details SR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-2,960
Closed -$216K – 2368
2025
Q2 		$216K Sell
2,960
-316
-10% -$23.7K ﹤0.01% 1273
2025
Q1 		$256K Sell
3,276
-242
-7% -$17.7K ﹤0.01% 1160
2024
Q4 		$239K Buy
+3,518
New +$236K ﹤0.01% 1195
2024
Q1 		– Sell
-10,287
Closed -$598K – 1871
2023
Q4 		$598K Sell
10,287
-38
-0.4% -$2.27K ﹤0.01% 1345
2023
Q3 		$584K Buy
10,325
+1,041
+11% +$63.1K ﹤0.01% 1297
2023
Q2 		$589K Buy
9,284
+10
+0.1% +$671 ﹤0.01% 1304
2023
Q1 		$650K Buy
9,274
+79
+0.9% +$5.6K ﹤0.01% 1227
2022
Q4 		$633K Buy
+9,195
New +$626K ﹤0.01% 1183

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American Century Companies
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Fuller & Thaler Asset Management
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Macquarie Group
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Geode Capital Management
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $9.63B AUM 11.3% 1-Year Est. Return