AE Wealth Management LLC historic quarter change: Foreign Preferred Shares, Sold out
In preferred shares (depositary receipts and foreign shares traded over the counter), over 10 quarters from 2023-12-31 to 2026-06-30, AE Wealth Management LLC opened 0 positions, added to 0, reduced 0 and sold out of 2.
- Q1 2024: Stock GGB; Country of operation —; Class SPON ADR REP PFD; Shares before 16,332.
- Q1 2024: Stock GOL LINHAS AEREAS INTELIGENT; Country of operation —; Class SPON ADR PFD NEW; Shares before 11,002.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1697723), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-08-03); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-11-03); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-08-06); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-13); Q3 2024 (2024-06-30 to 2024-09-30, filed 2024-11-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2024-08-12); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-05-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2016-12-31.
Similar Firms
| Firm Name | Country | 13F Value | Holdings |
|---|---|---|---|
| Sanctuary Advisors, LLC | United States | $18.500B | 2,534 |
| DAVENPORT & Co LLC | United States | $18.386B | 1,302 |
| NVIDIA CORP | United States | $18.374B | 7 |
| FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND | Sweden | $18.343B | 538 |
| BROWN BROTHERS HARRIMAN & CO | United States | $18.648B | 1,800 |
| Tredje AP-fonden | Sweden | $18.284B | 555 |
| JUPITER ASSET MANAGEMENT LTD | United Kingdom | $18.751B | 706 |
| Capital Wealth Planning, LLC | United States | $18.134B | 189 |
| HUNTINGTON NATIONAL BANK | United States | $18.124B | 6,012 |
| NISSAY ASSET MANAGEMENT CORP /JAPAN | Japan | $18.870B | 666 |