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NeoVo shares owned by AE Wealth Management

Quarter-by-quarter ownership of NeoVo (NEOV) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in NeoVo

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All positions including NeoVo held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in NeoVo by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $95k 61k 1.56
2023-09-30 $152k 61k 2.49
2023-06-30 $200k 61k 3.28
2023-03-31 $162k 63k 2.56
2022-12-31 $151k 54k 2.79
2022-09-30 $271k 54k 5.02

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View all positions for AE Wealth Management

Top funds holding NeoVo

Vanguard Group
BIP Wealth
AE Wealth Management
CI Private Wealth
Charles Schwab Investment Management
UBS Group
Barclays
Riggs Asset Managment
Royal Bank of Canada
Wells Fargo & Company
Jpmorgan Chase & Co

View all funds holding NeoVo