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LWM Advisory Services, LLC

SEC CIK
0001697716
Latest filing
Aug 3, 2026

AEP holding history

American Electric Power Co Inc in every 13F filed by LWM Advisory Services, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

AEP overviewAll 13F holders of AEPFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
1
Since Q3 2023
Holdings of AEP by LWM Advisory Services, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−1,092−100.0%Sold outHolders
Q3 20231,092$79.1K0.1%+1,092NewHolders