A detailed history of Wealth Enhancement Advisory Services, LLC transactions in T Rowe Price Exchange Traded F stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 7,224 shares of TDVG stock, worth $299,290. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,224
Previous 7,138 1.2%
Holding current value
$299,290
Previous $274,000 7.66%
% 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
$37.87 - $40.96 $3,256 - $3,522
86 Added 1.2%
7,224 $295,000
Q2 2024

Jul 16, 2024

BUY
$36.27 - $38.94 $29,668 - $31,852
818 Added 12.94%
7,138 $274,000
Q1 2024

Apr 15, 2024

SELL
$34.84 - $38.0 $34,840 - $38,000
-1,000 Reduced 13.66%
6,320 $240,000
Q4 2023

Jan 30, 2024

SELL
$31.05 - $35.28 $25,926 - $29,458
-835 Reduced 10.24%
7,320 $258,000
Q3 2023

Nov 13, 2023

BUY
$32.07 - $34.3 $261,530 - $279,716
8,155 New
8,155 $261,000

Others Institutions Holding TDVG

About T ROWE PRICE EXCHANGE TRADED F


  • Ticker TDVG
  • Sector Technology
More about TDVG
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.