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American Equity Investment Life Holding shares owned by Private Wealth Management Group

Quarter-by-quarter ownership of American Equity Investment Life Holding (AEL) shares owned by Private Wealth Management Group from 13F filings

Historical chart of Private Wealth Management Group investment in American Equity Investment Life Holding

Tip: Access up to 7 years of quarterly data

All positions including American Equity Investment Life Holding held by Private Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in American Equity Investment Life Holding by Private Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $25k 438 56.22
2023-12-31 $24k 438 55.80

More positions owned by Private Wealth Management Group

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Intl Small Cap V (DISV)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Dimensional Etf Trust Us Equity Etf (DFUS)
Dimensional Etf Trust Global Real Est (DFGR)
Ishares Tr National Mun Etf (MUB)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Apple (AAPL)

View all positions for Private Wealth Management Group

Top funds holding American Equity Investment Life Holding

Brookfield Asset Management
Vanguard Group
Dimensional Fund Advisors
Alpine Associates Management
Soros Fund Management
Balyasny Asset Management
Vivaldi Asset Management
Goldman Sachs Group
Norges Bank Investment Management
Jpmorgan Chase & Co
Alliancebernstein
Charles Schwab Investment Management
Bank of New York Mellon
Arrowstreet Capital, Limited Partnership
Westchester Capital Management

View all funds holding American Equity Investment Life Holding