AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

CTLT holding history

Catalent, Inc. in every 13F filed by AE Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

CTLT overview All 13F holders of CTLT Full Q2 2026 holdings

Shares (Q3 2024): 0; Sold out in Q3 2024
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2024

Holdings of CTLT by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2024	0	$0	0.0%	−41,304−100.0%	Sold out	Holders
Q2 2024	41,304	$2.32M	<0.1%	+7,502+22.2%	Added	Holders
Q1 2024	33,802	$1.91M	<0.1%	+33,802	New	Holders