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

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

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 63,128 shares of UMMA stock, worth $1.7 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
63,128
Previous 58,392 8.11%
Holding current value
$1.7 Million
Previous $1.4 Million 19.81%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$21.13 - $26.64 $100,071 - $126,167
4,736 Added 8.11%
63,128 $1.68 Million
Q1 2025

Apr 16, 2025
SELL
$23.6 - $25.75 $18,809 - $20,522
-797 Reduced 1.35%
58,392 $1.4 Million
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
25
Shares Held
563K
Call Options Held
0
Put Options Held
0
View Full List

About LISTED FDS TR WAHED DOW JONES

UMMA Quotes by TradingView
  • Ticker UMMA
  • Sector ETFs
  • Industry ETFs
More about UMMA
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