Hldgs shares owned by AE Wealth Management
Historical chart of AE Wealth Management investment in Hldgs
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All positions including Hldgs held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Hldgs by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $340k | 3.5k | 96.51 |
| 2025-06-30 | $293k | 3.7k | 79.65 |
| 2025-03-31 | $218k | 3.2k | 69.05 |
| 2024-12-31 | $348k | 3.6k | 97.11 |
| 2023-12-31 | $919k | 22k | 42.55 |
| 2023-09-30 | $1.0M | 25k | 42.30 |
| 2023-06-30 | $1.4M | 26k | 54.87 |
| 2023-03-31 | $2.9M | 65k | 44.25 |
| 2022-12-31 | $3.2M | 85k | 37.70 |
| 2022-09-30 | $2.5M | 76k | 32.53 |
| 2022-06-30 | $2.7M | 77k | 35.42 |
| 2022-03-31 | $3.9M | 84k | 46.36 |
| 2021-12-31 | $3.2M | 73k | 43.78 |
| 2021-09-30 | $174k | 79k | 2.22 |
| 2021-06-30 | $4.2M | 81k | 52.29 |
| 2021-03-31 | $4.8M | 83k | 57.55 |
| 2020-12-31 | $3.4M | 79k | 43.25 |
| 2020-09-30 | $2.6M | 75k | 34.75 |
| 2020-06-30 | $1.7M | 50k | 34.62 |
| 2020-03-31 | $473k | 15k | 31.56 |
| 2019-12-31 | $841k | 9.5k | 88.09 |
| 2019-09-30 | $642k | 7.3k | 88.42 |
| 2019-06-30 | $629k | 7.2k | 87.60 |