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 Q2	$216K	Sell
2025 Q1	$256K	Sell
2024 Q4	$239K	Buy
2024 Q1	–	Sell
2023 Q4	$598K	Sell
2023 Q3	$584K	Buy
2023 Q2	$589K	Buy
2023 Q1	$650K	Buy
2022 Q4	$633K	Buy