Wealth Enhancement Advisory Services, LLC Purchases in Q3 2024

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
367K
+ 6.32%
$520.18 - $576.82 $191M - $212M
6.17M $3.56B
AAPL
Apple Inc.

Technology
207K
+ 3.42%
$207.23 - $234.82 $42.9M - $48.6M
6.26M $1.46B
AGG
Ishares Core U.S. Aggregate Bo

ETFs
1.12M
+ 9.58%
$96.25 - $101.98 $108M - $114M
12.8M $1.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
79.7K
+ 8.87%
$405.19 - $478.57 $32.3M - $38.2M
979K $450M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
557K
+ 4.09%
$41.9 - $48.26 $23.3M - $26.9M
14.2M $678M
JMOM
J P Morgan ETF Tr U S Momentum

ETFs
776K
+ 8.78%
$50.77 - $57.17 $39.4M - $44.4M
9.62M $550M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
451K
+ 7.63%
$71.9 - $79.86 $32.4M - $36M
6.36M $505M
AVLV
American Centy ETF Tr Avantis
736K
+ 10.55%
$60.05 - $65.83 $44.2M - $48.4M
7.71M $507M
FNDF
Schwab Fundamental Intl Large

ETFs
831K
+ 5.25%
$33.67 - $37.71 $28M - $31.3M
16.7M $622M
VGLT
Vanguard Long Term Treasury Et

ETFs
637K
+ 10.85%
$56.52 - $63.23 $36M - $40.3M
6.51M $401M
DWAS
Invesco ETF Tr Ii Dwa Smallcap

ETFs
114K
+ 1.89%
$82.69 - $94.63 $9.39M - $10.7M
6.12M $568M
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1.05M
+ 22.4%
$50.25 - $50.74 $52.9M - $53.4M
5.76M $292M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
377K
+ 5.05%
$61.47 - $67.36 $23.2M - $25.4M
7.83M $527M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
598K
+ 59.03%
$74.26 - $78.84 $44.4M - $47.1M
1.61M $126M
META
Meta Platforms, Inc.

Communication Services
52.5K
+ 18.03%
$453.41 - $572.44 $23.8M - $30.1M
344K $197M
IBM
International Business Machines Corp

Technology
68.8K
+ 9.67%
$175.1 - $223.38 $12M - $15.4M
779K $172M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
796K
+ 23.43%
$50.52 - $50.95 $40.2M - $40.6M
4.2M $213M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
31.2K
+ 4.24%
$475.2 - $527.7 $14.8M - $16.5M
768K $405M
V
Visa Inc.

Financial Services
99.4K
+ 14.12%
$253.74 - $291.56 $25.2M - $29M
803K $221M
AVDE
American Centy ETF Tr Avantis

ETFs
207K
+ 4.77%
$60.09 - $67.67 $12.5M - $14M
4.55M $305M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
102K
+ 2.88%
$77.02 - $85.06 $7.83M - $8.65M
3.63M $307M
ABBV
Abb Vie Inc.

Healthcare
104K
+ 23.12%
$163.84 - $199.33 $17.1M - $20.8M
556K $110M
AVGO
Broadcom Inc.

Technology
957K
+ 1030.71%
$136.27 - $1745.86 $130M - $1.67B
1.05M $181M
LMT
Lockheed Martin Corp

Industrials
23.5K
+ 16.96%
$460.3 - $584.56 $10.8M - $13.8M
162K $94.8M
JNJ
Johnson & Johnson

Healthcare
60.1K
+ 4.74%
$145.48 - $167.38 $8.75M - $10.1M
1.33M $215M
FLIA
Franklin Templeton ETF Tr Libe

ETFs
1.18M
+ 16.9%
$20.13 - $20.83 $23.8M - $24.6M
8.18M $170M
XOM
Exxon Mobil Corp

Energy
214K
+ 12.84%
$109.72 - $119.0 $23.4M - $25.4M
1.88M $220M
MA
Mastercard Inc

Financial Services
27.9K
+ 10.13%
$429.6 - $500.99 $12M - $14M
303K $150M
CSCO
Cisco Systems, Inc.

Technology
217K
+ 9.13%
$44.74 - $53.22 $9.72M - $11.6M
2.6M $138M
VTV
Vanguard Value ETF

ETFs
60.3K
+ 6.23%
$159.75 - $174.57 $9.64M - $10.5M
1.03M $180M
MU
Micron Technology Inc

Technology
251K
+ 371.67%
$86.27 - $136.82 $21.6M - $34.3M
318K $33M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
234K
+ 27.44%
$75.88 - $83.21 $17.8M - $19.5M
1.09M $90.5M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
1.96K
+ 0.06%
$83.76 - $91.82 $164K - $180K
3.2M $293M
SPY
Spdr S&P 500 ETF Trust

ETFs
9.09K
+ 1.49%
$517.38 - $573.86 $4.7M - $5.22M
621K $356M
DUK
Duke Energy Corp

Utilities
129K
+ 27.71%
$99.35 - $117.71 $12.8M - $15.2M
596K $68.7M
VGSH
Vanguard

ETFs
292K
+ 8.18%
$57.74 - $59.13 $16.9M - $17.3M
3.86M $228M
IEF
Ishares Barclays

ETFs
151K
+ 11.52%
$92.67 - $99.14 $14M - $15M
1.46M $144M
VTI
Vanguard Total Stock Market Et

ETFs
25.6K
+ 3.09%
$255.18 - $283.2 $6.54M - $7.26M
856K $242M
DUHP
Dimensional ETF Tr Dimensional

ETFs
452K
+ 21.38%
$30.74 - $34.07 $13.9M - $15.4M
2.57M $87.5M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
186K
+ 37.48%
$100.3 - $100.74 $18.7M - $18.8M
683K $68.8M
CAT
Caterpillar Inc

Industrials
28.6K
+ 27.03%
$316.8 - $391.12 $9.07M - $11.2M
134K $52.6M
NEE
Nextera Energy Inc

Utilities
30.1K
+ 2.89%
$69.9 - $84.97 $2.11M - $2.56M
1.07M $90.6M
PGR
Progressive Corp

Financial Services
52.2K
+ 68.09%
$209.46 - $259.24 $10.9M - $13.5M
129K $32.7M
GE
General Electric CO

Industrials
85
+ 0.02%
$156.66 - $189.66 $13.3K - $16.1K
546K $103M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
297K
+ 76.36%
$49.7 - $56.11 $14.7M - $16.6M
685K $37.6M
CB
Chubb LTD

Financial Services
31.5K
+ 16.2%
$252.51 - $292.2 $7.96M - $9.21M
226K $65.1M
ANET
Arista Networks, Inc.

Technology
36.1K
+ 78.81%
$311.42 - $388.21 $11.2M - $14M
81.9K $31.4M
GSST
Goldman Sachs ETF Tr Access Ul

ETFs
296K
+ 23.78%
$50.15 - $50.66 $14.9M - $15M
1.54M $78.1M
T
At&T Inc.

Communication Services
556K
+ 53.54%
$18.21 - $22.28 $10.1M - $12.4M
1.59M $35M
Activity Summary
Buys All Purchases 1623 New Holdings 280 Increased Positions 1343 Sells All Sells 948 Reductions 948 Sold out 0 Options Calls 71 Puts 47
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