AWM
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AE Wealth Management’s UWM Holdings UWMC Stock Holding History

AE Wealth Management’s Portfolio UWMC Stock Details UWMC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-78,064
Closed -$258K – 2001
2022
Q4 		$258K Buy
+78,064
New +$258K ﹤0.01% 1563