AWM
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AE Wealth Management’s Upbound Group UPBD Stock Holding History

AE Wealth Management’s Portfolio UPBD Stock Details UPBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-12,856
Closed -$448K – 1937
2023
Q4 		$448K Buy
+12,856
New +$448K ﹤0.01% 1500