Wealth Enhancement Advisory Services, LLC Listed Fds Tr Wahed Dow Jones Transaction History

Wealth Enhancement Advisory Services, LLC

$49.5 Billion
Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Listed Fds Tr Wahed Dow Jones stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 59,189 shares of UMMA stock, worth $1.42 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

59,189

Previous 39,489 49.89%

Holding current value

$1.42 Million

Previous $933,000 49.95%

% of portfolio

0.0%

Previous 0.0%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 17, 2025	BUY	$23.55 - $25.79 $463,935 - $508,063	19,700 Added 49.89%	59,189 $1.4 Million
Q4 2024 Jan 10, 2025	SELL	$23.55 - $25.79 $94 - $103	-4 Reduced 0.01%	39,489 $933,000
Q3 2024 Oct 23, 2024	BUY	$23.2 - $26.07 $166,738 - $187,365	7,187 Added 22.25%	39,493 $1.01 Million
Q2 2024 Jul 16, 2024	SELL	$22.66 - $25.17 $61,476 - $68,286	-2,713 Reduced 7.75%	32,306 $800,000
Q1 2024 Apr 15, 2024	BUY	$21.9 - $24.32 $4,642 - $5,155	212 Added 0.61%	35,019 $841,000
Q4 2023 Jan 30, 2024	BUY	$19.19 - $22.82 $667,946 - $794,295	34,807 New	34,807 $792,000

Others Institutions Holding UMMA

# of Institutions

Shares Held

539K

Call Options Held

Put Options Held

View Full List

About LISTED FDS TR WAHED DOW JONES

Ticker UMMA
Sector ETFs
Industry ETFs

More about UMMA

Track This Portfolio

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.

Account

Wealth Enhancement Advisory Services, LLC Listed Fds Tr Wahed Dow Jones Transaction History