Dow shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Dow
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Quarterly reported holdings in Dow by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $566k | 25k | 22.94 |
| 2025-06-30 | $1.5M | 57k | 26.48 |
| 2025-03-31 | $1.6M | 47k | 34.92 |
| 2024-12-31 | $2.0M | 50k | 40.13 |
| 2024-09-30 | $4.9M | 91k | 54.63 |
| 2024-06-30 | $4.9M | 92k | 53.06 |
| 2024-03-31 | $4.3M | 74k | 57.93 |
| 2023-12-31 | $27M | 496k | 54.06 |
| 2023-09-30 | $26M | 505k | 51.56 |
| 2023-06-30 | $24M | 456k | 53.26 |
| 2023-03-31 | $14M | 251k | 54.82 |
| 2022-12-31 | $13M | 253k | 50.39 |
| 2022-09-30 | $10M | 229k | 43.93 |
| 2022-06-30 | $7.7M | 149k | 51.61 |
| 2022-03-31 | $8.9M | 139k | 63.72 |
| 2021-12-31 | $6.1M | 108k | 56.72 |
| 2021-09-30 | $5.9M | 103k | 57.56 |
| 2021-06-30 | $5.5M | 88k | 63.28 |
| 2021-03-31 | $5.2M | 82k | 63.94 |
| 2020-12-31 | $4.0M | 72k | 55.50 |
| 2020-09-30 | $3.4M | 72k | 47.06 |
| 2020-06-30 | $2.9M | 71k | 40.76 |
| 2020-03-31 | $166k | 66k | 2.50 |
| 2019-12-31 | $2.1M | 39k | 54.74 |
| 2019-09-30 | $1.7M | 35k | 47.66 |
| 2019-06-30 | $1.7M | 34k | 49.31 |