AE Wealth Management’s TransUnion TRU Stock Holding History

AE Wealth Management’s Portfolio TRU Stock Details TRU Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	$216K	Buy
2022 Q3	–	Sell
2022 Q2	$2.34M	Buy
2022 Q1	$2.94M	Buy
2021 Q4	$3.35M	Buy
2021 Q3	$2.73M	Buy
2021 Q2	$2.53M	Buy
2021 Q1	$1.87M	Buy
2020 Q3	–	Sell
2020 Q2	$774K	Buy