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

View all positions for Private Wealth Management Group

Top funds holding American Equity Investment Life Holding

IFP Advisors
WealthCollab
Huntington National Bank

View all funds holding American Equity Investment Life Holding