Wealth Enhancement Advisory Services, LLC Ishares Tr Esg Screened S&P Mi Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Tr Esg Screened S&P Mi stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 20,029 shares of XJH stock, worth $871,061. This represents 0.0% of its overall portfolio holdings.

Number of Shares
20,029
Previous 18,607 7.64%
Holding current value
$871,061
Previous $736,000 15.08%
% 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
$38.71 - $42.43 $55,045 - $60,335
1,422 Added 7.64%
20,029 $847,000
Q2 2024

Jul 16, 2024
BUY
$37.95 - $41.03 $377,830 - $408,494
9,956 Added 115.08%
18,607 $736,000
Q1 2024

Apr 15, 2024
SELL
$36.5 - $41.08 $3,540 - $3,984
-97 Reduced 1.11%
8,651 $355,000
Q4 2023

Jan 30, 2024
BUY
$31.25 - $38.22 $3,875 - $4,739
124 Added 1.44%
8,748 $329,000
Q3 2023

Nov 13, 2023
BUY
$33.4 - $37.04 $288,041 - $319,432
8,624 New
8,624 $292,000

Others Institutions Holding XJH

# of Institutions
129
Shares Held
3.96M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ESG SCREENED S&P MI

XJH Quotes by TradingView
  • Ticker XJH
  • Sector ETFs
  • Industry ETFs
More about XJH
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.

Choose your preferred platform and Sign Up 👇 Telegram Email