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Shawn Scholz

@Ae Wealth Management Llc

Latest period2024 - Q3ReportedManaged Assets$11.023BTotal holdings1233
Assets growth rate10.27%Assets growth rate (2-Q avg)11.64%Continuous growth in asset value2 quarters

Portfolio positions

This chart displays the top 10 holdings in Ae Wealth Management Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 1233 positions.

Assets under management

The assets under management (AUM) of Ae Wealth Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 11.023B in assets, with a quarterly growth rate of 10.27% and a 2-quarter average growth rate of 11.64%. The portfolio is managed by Shawn Scholz, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
1942⤦Collaborative Investmnt Ser
Recent Activity
Exited
0%
$30.601M
1.43M shares@ $21.4 avg price
1942⤦Collaborative Investmnt Ser
Recent Activity
Exited
0%
$12.092M
459,807 shares@ $26.3 avg price
TELTe Connectivity Ltd
Recent Activity
Exited
0%
$5.615M
37,327 shares@ $150.44 avg price
NULGNushares Etf Tr
Recent Activity
Exited
0%
$5.228M
64,418 shares@ $81.17 avg price
THCTenet Healthcare Corp
Recent Activity
Exited
0%
$4.752M
35,723 shares@ $133.04 avg price
JNPRJuniper Networks Inc
Recent Activity
Exited
0%
$4.638M
127,197 shares@ $36.47 avg price
SEESealed Air Corp New
Recent Activity
Exited
0%
$4.09M
117,564 shares@ $34.79 avg price
HEEMIshares Inc
Recent Activity
Exited
0%
$3.555M
131,182 shares@ $27.1 avg price
WALWestern Alliance Bancorp
Recent Activity
Exited
0%
$2.721M
43,309 shares@ $62.83 avg price
HYBLSsga Active Tr
Recent Activity
Exited
0%
$2.487M
88,001 shares@ $28.27 avg price