AE Wealth Management LLC

SEC CIK: 0001697723
Latest filing: Aug 3, 2026

SEC filings (opens in a new tab)

DMO holding history

Western Asset Mortgage Opportunity Fund 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.

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

Shares (Q3 2023): 0; Sold out in Q3 2023
Value: $0
% of portfolio: 0.0%
Quarters held: 2; Since Q1 2023

Holdings of DMO by AE Wealth Management LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q3 2023	0	$0	0.0%	−46,980−100.0%	Sold out	Holders
Q2 2023	46,980	$497.0K	<0.1%	+8,585+22.4%	Added	Holders
Q1 2023	38,395	$401.2K	<0.1%	+38,395	New	Holders