Wealth Enhancement Advisory Services, LLC Incresed Positions in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ENS
Ener Sys

Industrials
551
+ 5.49%
$91.53 - $104.0 $50.4K - $57.3K
10.6K $979K
KJUL
Innovator U.S. Small Cap Power

Technology
1.72K
+ 3.16%
$28.78 - $30.34 $49.6K - $52.3K
56.3K $1.66M
PFG
Principal Financial Group Inc

Financial Services
658
+ 2.03%
$74.91 - $91.26 $49.3K - $60K
33.1K $2.56M
BDN
Brandywine Realty Trust

Real Estate
8.99K
+ 38.97%
$5.07 - $6.53 $45.6K - $58.7K
32.1K $179K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
775
+ 7.67%
N/A
10.9K $704K
NJUL
Innovator Growth 100 Power Buf

Technology
800
+ 3.06%
$60.22 - $63.94 $48.2K - $51.2K
26.9K $1.69M
KTB
Kontoor Brands, Inc.

Consumer Cyclical
577
+ 15.51%
$76.53 - $94.19 $44.2K - $54.3K
4.3K $367K
AVK
Advent Convertible & Income Fund

Financial Services
4.15K
+ 10.02%
$11.13 - $12.5 $46.1K - $51.8K
45.5K $535K
FAD
First Tr Multi Cap Growth Alph

ETFs
357
+ 17.29%
$131.79 - $150.3 $47K - $53.7K
2.42K $334K
ISCV
Ishares Morningstar Small Cap

ETFs
765
+ 8.5%
$62.21 - $69.5 $47.6K - $53.2K
9.77K $619K
COLM
Columbia Sportswear CO

Consumer Cyclical
562
+ 9.99%
$75.7 - $90.71 $42.5K - $51K
6.19K $519K
GDDY
Go Daddy Inc.

Technology
240
+ 4.85%
$153.16 - $209.03 $36.8K - $50.2K
5.18K $1.02M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
993
+ 1.01%
$48.33 - $49.08 $48K - $48.7K
98.8K $4.79M
IHE
Ishares Tr

ETFs
709
+ 19.75%
$65.15 - $71.86 $46.2K - $50.9K
4.3K $282K
SKYW
Skywest Inc

Industrials
466
+ 17.45%
$83.51 - $115.11 $38.9K - $53.6K
3.14K $314K
FIBK
First Interstate Bancsystem Inc

Financial Services
1.41K
+ 10.95%
$29.32 - $35.47 $41.5K - $50.2K
14.3K $465K
H
Hyatt Hotels Corp

Consumer Cyclical
291
+ 14.3%
$143.07 - $164.62 $41.6K - $47.9K
2.33K $365K
BSMQ
Invesco Bulletshares 2026 Muni

ETFs
1.95K
+ 10.42%
$23.48 - $23.73 $45.9K - $46.4K
20.7K $487K
PB
Prosperity Bancshares Inc

Financial Services
608
+ 9.82%
$70.04 - $85.07 $42.6K - $51.7K
6.8K $512K
REG
Regency Centers Corp

Real Estate
619
+ 9.85%
$69.77 - $75.91 $43.2K - $47K
6.91K $510K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
1.89K
+ 7.28%
$23.17 - $26.26 $43.8K - $49.6K
27.8K $668K
CBSH
Commerce Bancshares Inc

Financial Services
724
+ 5.07%
$57.04 - $74.36 $41.3K - $53.8K
15K $935K
DIHP
Dimensional ETF Tr Dimensional

ETFs
1.79K
+ 12.86%
$25.15 - $27.57 $44.9K - $49.3K
15.7K $395K
FYBR
Frontier Communications Parent, Inc.

Communication Services
1.3K
+ 20.87%
$34.15 - $36.14 $44.5K - $47.1K
7.55K $261K
GNL
Global Net Lease, Inc.

Real Estate
6.25K
+ 15.84%
$7.02 - $8.61 $43.9K - $53.8K
45.7K $333K
PFEB
Innovator U.S. Equity Power Bu

ETFs
1.22K
+ 2.58%
$35.94 - $36.85 $44K - $45.1K
48.7K $1.79M
OC
Owens Corning

Industrials
269
+ 3.9%
$169.41 - $210.81 $45.6K - $56.7K
7.16K $1.22M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
795
+ 18.15%
$56.27 - $69.89 $44.7K - $55.6K
5.18K $293K
NYF
Ishares New York Muni Bond ETF

ETFs
832
+ 3.2%
$52.85 - $54.34 $44K - $45.2K
26.8K $1.43M
NOG
Northern Oil & Gas, Inc.

Energy
1.2K
+ 13.72%
$35.57 - $43.49 $42.7K - $52.2K
9.96K $369K
ALT
Altimmune, Inc.

Healthcare
5.96K
+ 61.84%
$6.02 - $9.85 $35.9K - $58.7K
15.6K $112K
AFG
American Financial Group Inc

Financial Services
309
+ 5.09%
$126.81 - $149.08 $39.2K - $46.1K
6.38K $874K
AIV
Apartment Investment & Management CO

Real Estate
4.77K
+ 2.29%
$8.03 - $9.09 $38.3K - $43.3K
213K $1.93M
COMP
Compass, Inc.

Technology
7.45K
+ 15.55%
$5.4 - $7.33 $40.2K - $54.6K
55.4K $323K
MGRC
Mcgrath Rentcorp

Industrials
388
+ 19.17%
$103.9 - $122.55 $40.3K - $47.5K
2.41K $269K
USMC
Principal ETF U S Mega Cap

ETFs
725
+ 3.29%
$56.37 - $61.98 $40.9K - $44.9K
22.8K $1.37M
TKR
Timken CO

Industrials
604
+ 9.04%
$70.76 - $87.24 $42.7K - $52.7K
7.29K $520K
GNK
Genco Shipping & Trading LTD

Industrials
3.1K
+ 21.83%
$13.64 - $19.17 $42.2K - $59.4K
17.3K $240K
RNP
Cohen & Steers Reit & Preferred & Income Fund Inc

Financial Services
2K
+ 15.61%
$20.68 - $23.73 $41.3K - $47.4K
14.8K $309K
GUT
Gabelli Utility Trust

Financial Services
8.36K
+ 9.34%
$4.99 - $5.44 $41.7K - $45.5K
97.8K $491K
MNKD
Mannkind Corp

Healthcare
6.51K
+ 50.63%
$5.93 - $7.44 $38.6K - $48.4K
19.4K $124K
HALO
Halozyme Therapeutics, Inc.

Healthcare
869
+ 7.48%
$42.57 - $61.09 $37K - $53.1K
12.5K $596K
LECO
Lincoln Electric Holdings Inc

Industrials
217
+ 11.07%
$187.47 - $219.94 $40.7K - $47.7K
2.18K $408K
SG
Sweetgreen, Inc.

Consumer Cyclical
1.28K
+ 4.58%
$31.7 - $43.97 $40.5K - $56.2K
29.2K $935K
UWMC
Uwm Holdings Corp

Financial Services
6.98K
+ 14.27%
$5.65 - $8.33 $39.4K - $58.1K
55.9K $327K
BBCA
J P Morgan ETF Tr Betabuilders

ETFs
567
+ 5.73%
$70.12 - $75.48 $39.8K - $42.8K
10.5K $738K
PRGO
Perrigo CO PLC

Healthcare
1.53K
+ 7.09%
$24.18 - $28.91 $37K - $44.3K
23.1K $595K
OCFC
Oceanfirst Financial Corp

Financial Services
2.14K
+ 17.55%
$17.54 - $21.27 $37.5K - $45.5K
14.3K $259K
PTEN
Patterson Uti Energy Inc

Energy
4.72K
+ 29.4%
$7.26 - $8.7 $34.3K - $41.1K
20.8K $171K
Activity Summary
Buys All Purchases 2105 New Holdings 353 Increased Positions 1752 Sells All Sells 709 Reductions 709 Sold out 0 Options Calls 25 Puts 16
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