AE WEALTH MANAGEMENT LLC Top 13F Holdings

AE Wealth Management is based out of Topeka. AE Wealth Management is a large advisory firm with 94821 clients and discretionary assets under management (AUM) of $27,082,623,332 (Form ADV from 2024-09-09). Their last reported 13F filing for Q3 2024 included $11,023,440,770 in …

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AE WEALTH MANAGEMENT LLC Top 13F Holdings

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whalewisdom.com

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AE Wealth Management LLC Q2 2024 13F Top Portfolio Holdings

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May 15, 2024 · AE Wealth Management LLC reported 1,230 holdings with total value $10.0 B as of Q2 2024. Top holdings included AAPL, MSFT, NVDA, VNLA, and VOO. AE Wealth …

13f.info

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Ae Wealth Management LLC Portfolio Holdings - Tickertracker.io

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Ae Wealth Management LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $8.07 Billion distributed in 7224 stocks. ... Largest Hedge …

tickertracker.io

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AE Wealth Management - Overview, News & Similar Companies

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AE Wealth Management LLC Has $2.47 Million Stake in iShares Global Tech ETF (NYSEARCA:IXN) AE Wealth Management LLC decreased its holdings in shares of iShares …

zoominfo.com

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AE Wealth Management Hits $30 Billion Milestone Plus Ranked …

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Aug 8, 2024 · AE Wealth Management Logo. AEWM finished 2023 with $25.1 billion in AUM. In the first six months of this year, the firm has brought in more than $5 billion in new assets to …

yahoo.com

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Ae Wealth Management - Products, Competitors, Financials, …

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Oct 23, 2024 · AE Wealth Management LLC now owns 19,199 shares of the company’s stock valued at $159,000 after purchasing an additional 1,098 shares in the last quarter. Cardinal …

cbinsights.com

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AE Wealth Management LLC Has $1.25 Million Stock Holdings In …

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Sep 25, 2024 · AE Wealth Management LLC raised its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 50.0% in the second quarter, according to its most …

defenseworld.net

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AE Wealth Management LLC Has $5.44 Million Holdings In …

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Sep 22, 2024 · AE Wealth Management LLC boosted its stake in Dimensional International High Profitability ETF (BATS:DIHP – Free Report) by 7.6% during the 2nd quarter, according to the …

americanbankingnews.com

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AE Wealth Management LLC Has $1.25 Million Stock Holdings In …

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Sep 25, 2024 · AE Wealth Management LLC raised its stake in shares of Royal Caribbean Cruises Ltd. (NYSE:RCL – Free Report) by 50.0% in the second quarter, according to its most …

americanbankingnews.com

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AE Wealth Management LLC Has $3.37 Million Holdings In …

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Sep 23, 2024 · AE Wealth Management LLC raised its stake in shares of Fastenal (NASDAQ:FAST – Free Report) by 3.3% in the second quarter, according to its most recent …

americanbankingnews.com

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VEECO HOLDINGS LLC: Contact Details And Business Profile

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View Top Employees from VEECO HOLDINGS LLC Website: https://www.veeco1.com Revenue: $9 million: Employees: 19 ... , Supply Chain Management Web Rank: 27 Million: Keywords: …

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AE Wealth Management LLC Has $6.34 Million Stock Holdings In …

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Dec 23, 2023 · AE Wealth Management LLC lowered its holdings in McKesson Co. (NYSE:MCK – Free Report) by 6.7% during the third quarter, according to its most recent filing with the …

americanbankingnews.com

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AE Wealth Management Review 2025 - Investor.com

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Advisor / Client Ratio: 1:120Average Client Balance: $243,700Total AUM: $12.6 billion

investor.com

FAQs about AE WEALTH MANAGEMENT LLC Top 13F Holdings Coupon?

Who is AE wealth management?

AE Wealth Management manages $27.1 billion and provides investment advisory services for 94,821 clients (1:211 advisor/client ratio). Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. Each month, investor.com downloads the latest regulatory data from the SEC IAPD database. ...

How many advisors does AE wealth management have?

AE Wealth Management, registered in 2016, serves 52 state (s) with a licensed staff of 449 advisors. AE Wealth Management manages $27.1 billion and provides investment advisory services for 94,821 clients (1:211 advisor/client ratio). Our searchable database of U.S.-based financial advisors includes more than 17,000 firms across the country. ...

How do I open an account with AE wealth management?

To open a new account with AE Wealth Management, the easiest way is to head to the firm's website and click on “Find an Advisor” on the left sidebar from there, you can find the AE advisor closest to you and reach out either by phone, email or in-person to set up an initial consultation. ...

Do AE Wealth Management Advisors earn commissions?

Certain AE Wealth Management advisors, in their additional capacities as brokers and/or insurance agents, may earn commissions. AE Wealth Management was founded by David Callanan and David Bach in February 2016. ...

Did AE wealth management violate SEC regulations?

AE Wealth Management has several disclosures on its SEC record. All but two of these disclosures involve advisory affiliates, not the firm directly. The firm and its advisory affiliates have been cited for violations of investment-related regulations in the last 10 years. ...