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ROEROE
7 quarters

Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in EA SERIES TRUST

AE Wealth Management LLC holds 36,772 shares of ROE (EA SERIES TRUST), worth $1.3M as of 2026-Q1. The position was decreased (-0.7% shares). ROE represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$1.3M

Current Shares

36,772

Total Value Change

+$430,321

Total Shares Change

+8,447

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Decreased
36,772
-0.7%
$1.3M0.0%$36.88
0
2025-Q4
Decreased
37,029
-3.0%
$1.3M0.0%$35.64
0
2025-Q3
Decreased
38,193
-1.0%
$1.3M0.0%$34.30
0
2025-Q2
Increased
38,586
+1.7%
$1.2M0.0%$31.76
26
2025-Q1
Increased
37,952
+38.1%
$1.1M0.0%$28.80
33
2024-Q4
Decreased
27,490
-3.0%
$835,6980.0%$30.14
0
2024-Q3
New
28,325
-
$872,5270.0%$30.31
34

Other major holders of ROE: WELLS FARGO & COMPANY/MN

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