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AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

MMP holding history

Magellan Midstream Partners, L.P. 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.

MMP overviewAll 13F holders of MMPFull Q2 2026 holdings

Shares (Q3 2023)
0
Sold out in Q3 2023
Value
$0
% of portfolio
0.0%
Quarters held
9
Since Q2 2021
Holdings of MMP by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20230$00.0%−5,843−100.0%Sold outHolders
Q2 20235,843$364.1K<0.1%−304−4.9%ReducedHolders
Q1 20236,147$333.6K<0.1%−3,810−38.3%ReducedHolders
Q4 20229,957$499.9K<0.1%−5,972−37.5%ReducedHolders
Q3 202215,929$757.0K<0.1%+482+3.1%AddedHolders
Q2 202215,447$738.0K<0.1%+7,437+92.8%AddedHolders
Q1 20228,010$393.0K<0.1%+1,809+29.2%AddedHolders
Q4 20216,201$288.0K<0.1%+378+6.5%AddedHolders
Q3 20215,823$265.0K<0.1%+1,532+35.7%AddedHolders
Q2 20214,291$210.0K<0.1%+4,291NewHolders