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Innov Prem Inc 20 Barr-july shares owned by AE Wealth Management

Quarter-by-quarter ownership of Innov Prem Inc 20 Barr-july (JULH) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Innov Prem Inc 20 Barr-july

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All positions including Innov Prem Inc 20 Barr-july held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Innov Prem Inc 20 Barr-july by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $522k 21k 25.12
2023-09-30 $375k 15k 24.54

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Top funds holding Innov Prem Inc 20 Barr-july

Atria Wealth Solutions
Bullseye Investment Management
Brookstone Capital Management
RPg Family Wealth Advisory
First Commonwealth Financial Corporation
Pensionmark Financial Group
Susquehanna International
Commonwealth Equity Services
AE Wealth Management
Schulz Wealth
Secured Retirement Advisors
Principal Securities
Accurate Wealth Management
Outlook Wealth Advisors
Harbor Investment Advisory

View all funds holding Innov Prem Inc 20 Barr-july