A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Brown & Brown, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 13,853 shares of BRO stock, worth $1.52 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
13,853
Previous 12,473 11.06%
Holding current value
$1.52 Million
Previous $1.12 Million 28.7%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$89.11 - $105.82 $122,971 - $146,031
1,380 Added 11.06%
13,853 $1.44 Million
Q2 2024

Jul 16, 2024

BUY
$80.62 - $93.34 $184,458 - $213,561
2,288 Added 22.46%
12,473 $1.12 Million
Q1 2024

Apr 15, 2024

BUY
$69.45 - $87.54 $35,141 - $44,295
506 Added 5.23%
10,185 $891,000
Q4 2023

Jan 30, 2024

SELL
$66.78 - $75.77 $93,759 - $106,381
-1,404 Reduced 12.67%
9,679 $688,000
Q3 2023

Nov 13, 2023

BUY
$67.35 - $74.2 $746,440 - $822,358
11,083 New
11,083 $774,000
Q4 2021

Feb 08, 2022

SELL
$57.18 - $70.28 $1.25 Million - $1.54 Million
-21,855 Closed
0 $0
Q3 2021

Nov 03, 2021

BUY
$52.31 - $58.94 $1.14 Million - $1.29 Million
21,855 New
21,855 $1.4 Million

Others Institutions Holding BRO

About BROWN & BROWN, INC.


  • Ticker BRO
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance Brokers
  • Shares Outstandng 282,454,016
  • Market Cap $31.1B
  • Description
  • Brown & Brown, Inc. markets and sells insurance products and services in the United States, Bermuda, Canada, Ireland, the United Kingdom, and the Cayman Islands. It operates through four segments: Retail, National Programs, Wholesale Brokerage, and Services. The Retail segment offers property and casualty, employee benefits insurance product...
More about BRO
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.