AWM
TREE icon

AE Wealth Management’s LendingTree TREE Stock Holding History

AE Wealth Management’s Portfolio TREE Stock Details TREE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-712
Closed -$250K – 992
2019
Q1 		$250K Buy
+712
New +$250K 0.02% 523