AWM
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AE Wealth Management’s Telos TLS Stock Holding History

AE Wealth Management’s Portfolio TLS Stock Details TLS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-6,626
Closed -$225K – 1681
2021
Q2 		$225K Sell
6,626
-570
-8% -$19.4K ﹤0.01% 1457
2021
Q1 		$273K Buy
+7,196
New +$273K ﹤0.01% 1289