A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Assurant, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 4,450 shares of AIZ stock, worth $1.01 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,450
Previous 2,880 54.51%
Holding current value
$1.01 Million
Previous $478,000 84.94%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$161.28 - $199.95 $253,209 - $313,921
1,570 Added 54.51%
4,450 $884,000
Q2 2024

Jul 16, 2024

SELL
$164.81 - $187.22 $575,681 - $653,959
-3,493 Reduced 54.81%
2,880 $478,000
Q1 2024

Apr 15, 2024

BUY
$163.3 - $188.24 $11,920 - $13,741
73 Added 1.16%
6,373 $1.2 Million
Q4 2023

Jan 30, 2024

SELL
$143.23 - $171.43 $14,895 - $17,828
-104 Reduced 1.62%
6,300 $1.06 Million
Q3 2023

Nov 13, 2023

BUY
$124.22 - $147.68 $795,504 - $945,742
6,404 New
6,404 $919,000
Q3 2022

Oct 17, 2022

BUY
$22.0 - $177.49 $620,224 - $5 Million
28,192 New
28,192 $4.16 Million
Q3 2021

Nov 03, 2021

SELL
$151.47 - $171.13 $1.19 Million - $1.34 Million
-7,826 Closed
0 $0
Q2 2021

Aug 10, 2021

BUY
$142.3 - $163.45 $1.11 Million - $1.28 Million
7,826 New
7,826 $1.22 Million

Others Institutions Holding AIZ

About ASSURANT, INC.


  • Ticker AIZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 53,209,300
  • Market Cap $12B
  • Description
  • Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, ...
More about AIZ
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.