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AE Wealth Management LLC
AE Wealth Management LLC
SCEP2 quarters
Position history for AE Wealth Management LLC's holdings in STERLING CAP FDS
AE Wealth Management LLC holds 5.3M shares of SCEP (STERLING CAP FDS), worth $132.1M as of 2026-Q2. The position was decreased (-4.7% shares). SCEP represents 0.6% of AE Wealth Management LLC's portfolio.
Current Value
$132.1M
Current Shares
5.3M
Total Value Change
+$1.5M
Total Shares Change
-257,580
Quarter-by-Quarter History
Other major holders of SCEP: ENVESTNET ASSET MANAGEMENT INC, TRUIST FINANCIAL CORP, SUSQUEHANNA INTERNATIONAL GROUP, LLP