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
BKR
Baker Hughes CO

Energy
11.8K
+ 41.94%
$32.92 - $38.72 $390K - $458K
40.1K $1.45M
HUBS
Hubspot Inc

Technology
1.07K
+ 50.52%
$450.09 - $592.58 $483K - $636K
3.2K $1.7M
SA
Seabridge Gold Inc

Basic Materials
26.4K
New
$13.33 - $18.56 $351K - $489K
26.4K $442K
JPMB
J P Morgan Usd Emerging Market

ETFs
10.8K
New
$38.32 - $40.67 $414K - $439K
10.8K $438K
USA
Liberty All Star Equity Fund

Financial Services
29.9K
+ 4.53%
$6.43 - $7.14 $192K - $213K
689K $4.92M
STRL
Sterling Construction CO Inc

Industrials
3.01K
New
$102.56 - $148.9 $309K - $448K
3.01K $436K
TDIV
First Trust Nasdaq Technology

ETFs
3.76K
+ 13.03%
$70.51 - $81.07 $265K - $305K
32.6K $2.62M
MAR
Marriott International Inc

Consumer Cyclical
654
+ 1.65%
$211.35 - $255.11 $138K - $167K
40.4K $10M
ITCI
Intra Cellular Therapies, Inc.

Healthcare
5.73K
+ 185.58%
$67.99 - $80.84 $389K - $463K
8.81K $644K
PNW
Pinnacle West Capital Corp

Utilities
1.87K
+ 8.6%
$75.52 - $91.31 $141K - $171K
23.6K $2.09M
PAVE
Global X Fds Us Infrastructure

ETFs
6.36K
+ 15.62%
$36.39 - $41.16 $231K - $262K
47.1K $1.94M
TRGP
Targa Resources Corp.

Energy
1.32K
+ 10.96%
$127.86 - $156.46 $169K - $207K
13.4K $1.98M
HAYW
Hayward Holdings, Inc.

Industrials
27.8K
New
$12.04 - $15.32 $334K - $425K
27.8K $425K
JIRE
J P Morgan Exchg Traded Fd Tr

ETFs
3.89K
+ 7.96%
$60.25 - $66.85 $234K - $260K
52.7K $3.48M
LYFT
Lyft, Inc.

Technology
33.3K
New
$9.08 - $13.97 $302K - $465K
33.3K $424K
AZN
Astrazeneca PLC

Healthcare
5.59K
+ 3.0%
$76.67 - $87.62 $429K - $490K
192K $14.9M
JPEM
Jp Morgan Diversified Return

ETFs
7.11K
+ 93.8%
$52.23 - $56.96 $371K - $405K
14.7K $831K
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
7.1K
+ 12.46%
$31.02 - $36.12 $220K - $256K
64.1K $2.31M
LNW
Light & Wonder, Inc.

Consumer Cyclical
4.63K
New
$90.73 - $112.68 $420K - $521K
4.63K $419K
FYX
First Tr Small Cap Core Alphad

ETFs
2.41K
+ 12.39%
$89.32 - $100.62 $216K - $243K
21.9K $2.18M
K
Kellogg CO

Consumer Defensive
1.25K
+ 9.14%
$56.19 - $80.81 $70.2K - $101K
14.9K $1.2M
IBP
Installed Building Products, Inc.

Consumer Cyclical
1.68K
New
$198.8 - $270.35 $335K - $455K
1.68K $414K
NUSC
Nuveen Esg Small Cap ETF

ETFs
1.68K
+ 1.74%
$38.89 - $42.97 $65.4K - $72.3K
98.2K $4.21M
IDU
Ishares Tr U S Utils ETF

ETFs
2.9K
+ 35.93%
$87.2 - $102.21 $253K - $296K
11K $1.12M
ARW
Arrow Electronics Inc

Technology
2.54K
+ 43.92%
$117.29 - $135.1 $298K - $344K
8.34K $1.11M
AIZ
Assurant, Inc.

Financial Services
1.57K
+ 54.51%
$161.28 - $199.95 $253K - $314K
4.45K $884K
UFPI
Ufp Industries Inc

Basic Materials
340
+ 1.79%
$107.65 - $135.34 $36.6K - $46K
19.3K $2.53M
CBSH
Commerce Bancshares Inc

Financial Services
6.35K
+ 81.2%
$55.02 - $65.08 $349K - $413K
14.2K $841K
IBMP
Ishares Tr Ibonds December 202

ETFs
15.9K
New
$24.92 - $25.47 $396K - $405K
15.9K $404K
IBMO
Ishares Tr Ibonds December 202

ETFs
15.7K
New
$25.26 - $25.66 $397K - $404K
15.7K $403K
APLS
Apellis Pharmaceuticals, Inc.

Healthcare
14K
New
$28.84 - $41.15 $402K - $574K
14K $402K
WTW
Willis Towers Watson PLC

Financial Services
920
+ 23.0%
$257.34 - $294.53 $237K - $271K
4.92K $1.45M
IBMM
Ishares Tr Ibonds Dec 2024 Ter

ETFs
15.3K
New
$25.97 - $26.11 $399K - $401K
15.3K $400K
PPL
Ppl Corp

Utilities
2.47K
+ 4.25%
$27.36 - $33.08 $67.7K - $81.8K
60.7K $2.01M
TFX
Teleflex Inc

Healthcare
1.34K
+ 72.66%
$211.25 - $247.28 $282K - $331K
3.18K $785K
XLC
Select Sector Spdr Tr Communic

ETFs
809
+ 1.19%
$82.16 - $90.4 $66.5K - $73.1K
68.8K $6.22M
WDC
Western Digital Corp

Technology
6.64K
+ 84.14%
$56.25 - $80.24 $374K - $533K
14.5K $992K
OZK
Bank Ozk

Financial Services
6.85K
+ 13.95%
$39.66 - $47.08 $272K - $322K
55.9K $2.4M
IBDV
Ishares Tr

Technology
16.6K
+ 58.62%
$21.11 - $22.24 $349K - $368K
44.8K $992K
WSM
Williams Sonoma Inc

Consumer Cyclical
13.1K
+ 101.9%
$128.47 - $280.94 $1.68M - $3.67M
25.9K $4.01M
FAF
First American Financial Corp

Financial Services
3.77K
+ 32.35%
$52.48 - $67.02 $198K - $253K
15.4K $1.02M
HTLF
Heartland Financial Usa Inc

Financial Services
245
+ 0.8%
$43.37 - $58.97 $10.6K - $14.4K
31K $1.76M
RDNT
Rad Net, Inc.

Healthcare
5.6K
New
$55.28 - $71.1 $310K - $398K
5.6K $388K
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
8.52K
+ 14.32%
$29.78 - $32.95 $254K - $281K
68K $2.24M
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
15.5K
+ 36.07%
$20.56 - $22.25 $319K - $345K
58.5K $1.3M
FCPI
Fidelity Covington Tr Stocks F

ETFs
3.88K
+ 4.33%
$39.21 - $43.31 $152K - $168K
93.5K $4.05M
EQAL
Invesco ETF

ETFs
7.93K
New
$44.26 - $48.66 $351K - $386K
7.93K $385K
FLTB
Fidelity Merrimack Str Tr LTD

ETFs
7.63K
New
$48.96 - $50.57 $373K - $386K
7.63K $383K
JCPB
J P Morgan Exchange Traded Fd

ETFs
7.95K
New
$45.87 - $48.53 $364K - $386K
7.95K $383K
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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