Amer shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Amer
Tip: Access up to 7 years of quarterly data
All positions including Amer held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Amer by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $600k | 9.0k | 67.02 |
2023-09-30 | $481k | 8.8k | 54.57 |
2023-06-30 | $400k | 7.2k | 55.32 |
2023-03-31 | $264k | 4.4k | 59.65 |