Skip to main content

AE Wealth Management LLC

SEC CIK
0001697723
Latest filing
Aug 3, 2026

TREX holding history

Trex Co 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.

TREX overviewAll 13F holders of TREXFull Q2 2026 holdings

Shares (Q4 2023)
0
Sold out in Q4 2023
Value
$0
% of portfolio
0.0%
Quarters held
4
Since Q2 2021
Holdings of TREX by AE Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q4 20230$00.0%−9,160−100.0%Sold outHolders
Q3 20239,160$564.5K<0.1%+9,160NewHolders
Q1 20220$00.0%−3,223−100.0%Sold outHolders
Q4 20213,223$435.0K<0.1%−1,315−29.0%ReducedHolders
Q3 20214,538$463.0K<0.1%+2,445+116.8%AddedHolders
Q2 20212,093$214.0K<0.1%+2,093NewHolders