Strategy shares owned by AE Wealth Management
Quarter-by-quarter ownership of Strategy (SSXU) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Strategy
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All positions including Strategy held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Strategy by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $69k | 2.4k | 28.98 |
| 2024-12-31 | $271k | 9.8k | 27.74 |