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
RARE
Ultragenyx Pharmaceutical Inc.

Healthcare
14.4K
+ 195.6%
$40.21 - $59.36 $579K - $854K
21.8K $1.21M
ES
Eversource Energy

Utilities
4.28K
+ 7.95%
$56.52 - $68.38 $242K - $293K
58.1K $3.95M
CNC
Centene Corp

Healthcare
8.01K
+ 24.33%
$64.89 - $80.23 $520K - $643K
40.9K $3.08M
UTHR
United Therapeutics Corp

Healthcare
2.21K
+ 82.82%
$311.04 - $363.55 $687K - $803K
4.87K $1.75M
ICVT
Ishares Tr Convertible Bond Et

ETFs
7.29K
+ 12.91%
$77.24 - $83.67 $563K - $610K
63.8K $5.34M
SCHI
Schwab Strategic Tr 5 10 Yr C

ETFs
10.8K
+ 5.67%
$43.73 - $46.29 $473K - $501K
202K $9.31M
RL
Ralph Lauren Corp

Consumer Cyclical
4.31K
+ 148.52%
$158.53 - $197.61 $683K - $851K
7.21K $1.4M
MGA
Magna International Inc

Consumer Cyclical
21.9K
+ 189.84%
$38.03 - $45.82 $833K - $1M
33.4K $1.37M
ANGL
Vaneck ETF Tr Fallen Angel Hig

ETFs
18K
+ 5.54%
$28.11 - $29.42 $505K - $529K
342K $10.1M
BSCR
Invesco Et Self Idxd Fd Tr Bul

ETFs
41.8K
+ 33.77%
$19.2 - $19.82 $802K - $828K
165K $3.26M
PFFR
Etfis Ser Tr I Infracap Reit P

ETFs
44.4K
New
$18.18 - $19.91 $808K - $885K
44.4K $879K
CGXU
Capital Group Intl Focus Equit

ETFs
12.1K
+ 2.8%
$24.27 - $27.46 $295K - $333K
445K $12M
RJF
Raymond James Financial Inc

Financial Services
7.34K
+ 23.65%
$106.39 - $125.13 $781K - $918K
38.4K $4.7M
FNDX
Schwab Fundamental U S Large C

ETFs
785
+ 0.47%
$65.36 - $71.76 $51.3K - $56.3K
169K $12.2M
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
38.7K
+ 36.91%
$19.92 - $20.67 $772K - $801K
144K $2.95M
AEM
Agnico Eagle Mines LTD

Basic Materials
7.87K
+ 53.35%
$65.04 - $84.24 $512K - $663K
22.6K $1.82M
THC
Tenet Healthcare Corp

Healthcare
4.41K
+ 122.78%
$129.27 - $168.03 $571K - $742K
8.01K $1.33M
SHC
Sotera Health CO

Healthcare
50.9K
New
$11.58 - $16.91 $589K - $861K
50.9K $849K
COPX
Global X Copper Miners ETF

ETFs
13.8K
+ 16.03%
$38.58 - $48.4 $533K - $669K
100K $4.73M
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
39.6K
+ 23.37%
$19.2 - $19.63 $759K - $776K
209K $4.08M
EPI
Wisdomtree Tr India Earnings F

ETFs
16.4K
+ 266.46%
$47.41 - $50.82 $776K - $832K
22.5K $1.14M
ITUB
Itau Unibanco Holding S.A.

Financial Services
121K
+ 305.38%
$5.73 - $6.87 $694K - $832K
161K $1.07M
MTZ
Mastec Inc

Industrials
6.46K
+ 239.78%
$97.3 - $126.14 $629K - $815K
9.16K $1.13M
SAP
Sap Se

Technology
454
+ 1.71%
$197.21 - $231.0 $89.5K - $105K
27K $6.18M
FBCG
Fidelity Covington Tr Blue Chi

ETFs
18.4K
+ 18.35%
$37.45 - $44.25 $688K - $813K
118K $5.07M
COKE
Coca Cola Consolidated, Inc.

Consumer Defensive
453
+ 48.76%
$1066.32 - $1355.99 $483K - $614K
1.38K $1.82M
TXN
Texas Instruments Inc

Technology
3.99K
+ 0.82%
$194.6 - $194.6 $777K - $777K
490K $95.4M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
4.47K
+ 100.99%
$159.84 - $178.33 $714K - $797K
8.89K $1.57M
BMO
Bank Of Montreal

Financial Services
5.82K
+ 13.03%
$79.1 - $90.77 $461K - $529K
50.5K $4.56M
GO
Grocery Outlet Holding Corp.

Consumer Defensive
45.6K
New
$15.97 - $22.05 $729K - $1.01M
45.6K $800K
FRPT
Freshpet, Inc.

Consumer Defensive
5.81K
New
$115.58 - $142.2 $672K - $826K
5.81K $794K
VKTX
Viking Therapeutics, Inc.

Healthcare
9.97K
+ 63.27%
$49.84 - $70.47 $497K - $702K
25.7K $1.63M
CEMB
Ishares J.P. Morgan Em Corpora

ETFs
17.3K
New
$43.98 - $46.02 $759K - $794K
17.3K $793K
QDPL
Pacer Fds Tr Metaurus Us Large
20.9K
New
$34.97 - $38.41 $730K - $802K
20.9K $792K
XYL
Xylem Inc.

Industrials
6.04K
+ 14.27%
$126.14 - $141.53 $762K - $855K
48.3K $6.53M
MHK
Mohawk Industries Inc

Consumer Cyclical
4.11K
+ 155.84%
$108.83 - $162.7 $447K - $668K
6.74K $1.08M
MAIN
Main Street Capital Corp

Financial Services
15.8K
+ 36.85%
$47.05 - $52.25 $744K - $826K
58.7K $2.94M
VT
Vanguard Total World Stk Index

ETFs
4.39K
+ 12.47%
$107.72 - $119.96 $473K - $526K
39.6K $4.74M
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
2.32K
+ 56.23%
$233.81 - $287.01 $543K - $667K
6.45K $1.78M
PAG
Penske Automotive Group, Inc.

Consumer Cyclical
4.56K
+ 188.23%
$143.74 - $174.11 $655K - $794K
6.98K $1.13M
HRB
H&R Block Inc

Consumer Cyclical
9.77K
+ 61.59%
$52.99 - $66.6 $518K - $651K
25.6K $1.63M
MHO
M/I Homes, Inc.

Consumer Cyclical
4.49K
New
$116.02 - $172.21 $521K - $773K
4.49K $769K
VRT
Vertiv Holdings CO

Industrials
8.86K
+ 42.06%
$86.66 - $86.66 $767K - $767K
29.9K $2.59M
TIP
Ishares Tr Tips Bd ETF

ETFs
1.82K
+ 1.18%
$105.92 - $110.83 $193K - $202K
156K $17.2M
ECOW
Pacer Fds Tr Emerging Markets

ETFs
29.3K
+ 37.4%
$19.18 - $22.03 $563K - $646K
108K $2.36M
PATH
Ui Path, Inc.

Technology
59.4K
+ 164.94%
$10.75 - $13.24 $639K - $787K
95.5K $1.22M
CSL
Carlisle Companies Inc

Industrials
727
+ 7.34%
$376.5 - $449.34 $274K - $327K
10.6K $4.77M
EFX
Equifax Inc

Industrials
270
+ 2.02%
$236.42 - $307.13 $63.8K - $82.9K
13.6K $4M
DFS
Discover Financial Services

Financial Services
1.43K
+ 2.47%
$123.41 - $144.72 $177K - $208K
59.5K $8.34M
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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