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Wealthstar Advisors, LLC → AEFC

Wealthstar Advisors, LLC AEFC Position History

Aegon Funding Company LLC 5.10%

Quarters held
5
Latest value
$698K
Q3 2026
Peak value
$969K
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$673K
Q4 2025$657K
Q1 2026$969K
Q2 2026$670K
Q3 2026$698K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$698K80.9K——
Q2 2026$670K79.4K——
Q1 2026$969K133.5K——
Q4 2025$657K85.2K——
Q3 2025$673K84.3K——

Other funds holding AEFC

Other Wealthstar Advisors, LLC positions

BLK

ISHARES TR

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ETHA

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$10.2M
ETHA

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$10.1M
BLK

ISHARES TR

$10.1M
ETHA

ISHARES TR

$10M
ETHA

ISHARES TR

$10M
BLK

ISHARES TR

$9.7M
BLK

ISHARES TR

$9.5M