AE Wealth Management »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Exchange Listed Fds Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
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