Back to AE Wealth Management LLC AE Wealth Management LLC

SHOCSHOC
7 quarters

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

AE Wealth Management LLC holds 1,199 shares of SHOC (EA SERIES TRUST), worth $146,289 as of 2026-Q2. SHOC represents 0.0% of AE Wealth Management LLC's portfolio.

Current Value

$146,289

Current Shares

1,199

Total Value Change

+$104,006

Total Shares Change

+278

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Unchanged
1,199
0.0%
$146,2890.0%$121.99
0
2026-Q1
Decreased
1,199
-16.2%
$86,3490.0%$73.34
0
2025-Q4
Increased
1,431
+35.4%
$98,2020.0%$69.35
28
2025-Q3
Increased
1,057
+14.8%
$66,0280.0%$61.95
24
2025-Q2
Unchanged
921
0.0%
$48,9340.0%$52.78
0
2025-Q1
Unchanged
921
0.0%
$36,5640.0%$39.77
0
2024-Q4
New
921
-
$42,2830.0%$46.23
28

Other major holders of SHOC: LPL Financial LLC, Orion Porfolio Solutions, LLC, Cetera Investment Advisers

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used