A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Affiliated Managers Group, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,335 shares of AMG stock, worth $1.16 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,335
Previous 7,575 3.17%
Holding current value
$1.16 Million
Previous $1.15 Million 7.06%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 15, 2024

SELL
$146.42 - $167.47 $35,140 - $40,192
-240 Reduced 3.17%
7,335 $1.23 Million
Q4 2023

Jan 30, 2024

SELL
$121.54 - $153.44 $45,091 - $56,926
-371 Reduced 4.67%
7,575 $1.15 Million
Q3 2023

Nov 13, 2023

BUY
$129.58 - $162.32 $1.03 Million - $1.29 Million
7,946 New
7,946 $1.04 Million

Others Institutions Holding AMG

About AFFILIATED MANAGERS GROUP, INC.


  • Ticker AMG
  • Exchange OTC
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 38,226,500
  • Market Cap $6.04B
  • Description
  • Affiliated Managers Group, Inc., through its affiliates, operates as an asset management company providing investment management services to mutual funds, institutional clients, and high net worth individuals in the United States. It provides advisory or subadvisory services to mutual funds. These funds are distributed to retail and institutiona...
More about AMG
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.