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San Juan Basin Royalty Trust shares owned by AE Wealth Management

Quarter-by-quarter ownership of San Juan Basin Royalty Trust (SJT) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in San Juan Basin Royalty Trust

Tip: Access up to 7 years of quarterly data

All positions including San Juan Basin Royalty Trust held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in San Juan Basin Royalty Trust by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $52k 10k 5.05
2022-12-31 $575k 50k 11.42
2022-09-30 $425k 45k 9.40
2022-06-30 $341k 39k 8.67

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View all positions for AE Wealth Management

Top funds holding San Juan Basin Royalty Trust

Mirae Asset Global Investments
Significant Wealth Partners
Wealthsource Partners
Beck Bode
Mcdaniel Terry & Co
Wells Fargo & Company
Pingora Partners
Mraz, Amerine & Associates
Beacon Pointe Advisors
Horizon Kinetics Asset Management
Raymond James Financial Services Advisors
Citadel Advisors
Two Sigma Investments
Ingalls & Snyder
Creative Planning

View all funds holding San Juan Basin Royalty Trust