Total shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Total
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Quarterly reported holdings in Total by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 24k | 59.69 |
| 2025-06-30 | $1.3M | 22k | 61.39 |
| 2025-03-31 | $1.3M | 21k | 64.69 |
| 2024-12-31 | $1.0M | 19k | 54.50 |
| 2024-09-30 | $1.1M | 17k | 64.51 |
| 2024-06-30 | $1.2M | 18k | 66.61 |
| 2024-03-31 | $1.3M | 18k | 68.74 |
| 2023-12-31 | $6.7M | 102k | 65.54 |
| 2023-09-30 | $4.0M | 61k | 65.76 |
| 2023-06-30 | $3.4M | 59k | 57.64 |
| 2023-03-31 | $3.9M | 66k | 59.05 |
| 2022-12-31 | $3.8M | 62k | 62.08 |
| 2022-09-30 | $3.1M | 68k | 46.53 |
| 2022-06-30 | $3.6M | 69k | 52.64 |
| 2022-03-31 | $3.0M | 60k | 50.53 |
| 2021-12-31 | $2.1M | 42k | 49.45 |
| 2021-09-30 | $1.6M | 33k | 47.95 |
| 2021-06-30 | $1.2M | 27k | 45.25 |
| 2021-03-31 | $563k | 12k | 46.56 |
| 2020-12-31 | $467k | 11k | 41.94 |
| 2020-09-30 | $365k | 11k | 34.31 |
| 2020-06-30 | $300k | 7.8k | 38.51 |
| 2020-03-31 | $331k | 8.9k | 37.25 |
| 2019-12-31 | $526k | 9.5k | 55.26 |
| 2019-09-30 | $996k | 19k | 52.02 |
| 2019-06-30 | $1.2M | 22k | 55.80 |
| 2019-03-31 | $830k | 15k | 55.65 |
| 2018-12-31 | $1.2M | 22k | 52.18 |
| 2018-09-30 | $2.0M | 32k | 64.38 |
| 2018-06-30 | $842k | 14k | 60.58 |
| 2018-03-31 | $754k | 13k | 57.69 |
| 2017-12-31 | $794k | 14k | 55.26 |
| 2017-09-30 | $711k | 13k | 53.49 |
| 2017-06-30 | $742k | 15k | 49.60 |
| 2017-03-31 | $512k | 10k | 50.42 |
| 2016-12-31 | $244k | 4.8k | 50.97 |