AWM
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AE Wealth Management’s Unitil UTL Stock Holding History

AE Wealth Management’s Portfolio UTL Stock Details UTL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-11,222
Closed -$550K – 1948
2023
Q4 		$550K Buy
+11,222
New +$550K ﹤0.01% 1383