AWM
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AE Wealth Management’s Workiva WK Stock Holding History

AE Wealth Management’s Portfolio WK Stock Details WK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-5,112
Closed -$667K – 1818
2021
Q4 		$667K Buy
+5,112
New +$667K ﹤0.01% 1138