A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pimco Energy & Tactical Credit Opportunities Fund stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 19,419 shares of NRGX stock, worth $378,282. This represents 0.0% of its overall portfolio holdings.

Number of Shares
19,419
Previous 19,132 1.5%
Holding current value
$378,282
Previous $372,000 1.61%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
N/A
287 Added 1.5%
19,419 $378,000
Q2 2024

Jul 16, 2024

BUY
N/A
432 Added 2.31%
19,132 $372,000
Q1 2024

Apr 15, 2024

BUY
$19.23 - $20.28 $3,884 - $4,096
202 Added 1.09%
18,700 $364,000
Q4 2023

Jan 30, 2024

BUY
$18.28 - $20.58 $127,813 - $143,895
6,992 Added 60.77%
18,498 $378,000
Q3 2023

Nov 13, 2023

BUY
$15.54 - $19.84 $178,803 - $228,279
11,506 New
11,506 $228,000

Others Institutions Holding NRGX

About PIMCO Energy & Tactical Credit Opportunities Fund


  • Ticker NRGX
  • Exchange NYSE
  • Sector N/A
  • Industry N/A
More about NRGX
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.