Exchange Listed Fds Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Exchange Listed Fds Tr (CLSM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Exchange Listed Fds Tr
Tip: Access up to 7 years of quarterly data
All positions including Exchange Listed Fds Tr 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 Exchange Listed Fds Tr by AE Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $273k | 13k | 21.32 |
2024-06-30 | $469k | 22k | 20.88 |
2024-03-31 | $928k | 45k | 20.50 |
2023-12-31 | $5.2M | 261k | 19.86 |
2023-09-30 | $2.8M | 140k | 19.65 |
2023-06-30 | $4.1M | 200k | 20.28 |
2023-03-31 | $2.1M | 104k | 20.15 |
2022-12-31 | $551k | 27k | 20.14 |
2022-09-30 | $598k | 28k | 21.06 |
2022-06-30 | $866k | 41k | 21.31 |
2021-12-31 | $1.2M | 44k | 27.06 |
2021-09-30 | $6.3M | 255k | 24.62 |