Number of Shares
1.03 Mil
Current Holdings Value*
$195.35 Mil
% of Portfolio
1.64%
Total Estimate Gain
$119.48 Mil
% of Total Estimate Gain
47.61%

AE Wealth Management LLC's Amazon.com Inc Holding Summary

As of 2025-03-31, AE Wealth Management LLC held 1.03 Mil shares of Amazon.com Inc(AMZN), totaling $195.35 Mil. This investment constitutes 1.64% of their stock portfolio, and AE Wealth Management LLC now holds 0.01% of the outstanding Amazon.com Inc(AMZN) stock.

The initial trade took place in 2018Q2. And since then AE Wealth Management LLC has made 22 purchases of AMZN, at an average price of $134.70, for a total of 1.86 Mil shares. In addition, there have been 5 sales at an average price of $165.31 for 836,482.00 shares. Based on historical transaction data and AMZN's current price of $226.13, AE Wealth Management LLC's estimated gain on his AMZN holdings is $119.48 Mil, reflecting a 47.61% gain to date.

AE Wealth Management LLC AMZN ($226.13) Holding Chart

AE Wealth Management LLC AMZN ($226.13) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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