Number of Shares
231,761.00
Current Holdings Value*
$133.58 Mil
% of Portfolio
1.12%
Total Estimate Gain
$100.55 Mil
% of Total Estimate Gain
82.31%

AE Wealth Management LLC's Meta Platforms Inc Holding Summary

As of 2025-03-31, AE Wealth Management LLC held 231,761.00 shares of Meta Platforms Inc(META), totaling $133.58 Mil. This investment constitutes 1.12% of their stock portfolio, and AE Wealth Management LLC now holds 0.01% of the outstanding Meta Platforms Inc(META) stock.

The initial trade took place in 2018Q2. And since then AE Wealth Management LLC has made 22 purchases of META, at an average price of $306.28, for a total of 398,830.00 shares. In addition, there have been 5 sales at an average price of $355.98 for 167,069.00 shares. Based on historical transaction data and META's current price of $704.28, AE Wealth Management LLC's estimated gain on his META holdings is $100.55 Mil, reflecting a 82.31% gain to date.

AE Wealth Management LLC META ($704.28) Holding Chart

AE Wealth Management LLC META ($704.28) 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 %

Top Ranked Articles

  • 1