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
EFSC
Enterprise Financial Services Corp

Financial Services
197
+ 2.76%
$49.0 - $61.38 $9.65K - $12.1K
7.34K $413K
PMAR
Innovator U.S. Equity Power Bu

ETFs
271
+ 0.68%
$39.04 - $40.41 $10.6K - $11K
39.9K $1.6M
VCV
Invesco California Value Municipal Income Trust

Financial Services
1K
+ 5.1%
$10.06 - $10.97 $10.1K - $11K
20.6K $225K
LUMN
Lumen Technologies, Inc.

Communication Services
2.12K
+ 2.83%
$5.31 - $10.12 $11.2K - $21.4K
76.9K $408K
LITE
Lumentum Holdings Inc.

Technology
132
+ 1.75%
$61.49 - $94.9 $8.12K - $12.5K
7.67K $643K
TBLA
Taboola.Com Ltd.

Communication Services
3.08K
+ 9.51%
$3.13 - $4.26 $9.64K - $13.1K
35.5K $129K
NXPI
Nxp Semiconductors N.V.

Technology
53
+ 0.15%
$207.27 - $255.58 $11K - $13.5K
34.4K $7.14M
CBNK
Capital Bancorp Inc

Financial Services
330
+ 3.17%
$24.12 - $30.82 $7.96K - $10.2K
10.8K $306K
EGP
Eastgroup Properties Inc

Real Estate
59
+ 3.63%
$158.74 - $185.14 $9.37K - $10.9K
1.68K $270K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
1.29K
+ 2.97%
$8.17 - $8.66 $10.6K - $11.2K
44.9K $366K
BTO
John Hancock Financial Opportunities Fund

Financial Services
283
+ 4.47%
$31.82 - $39.45 $9.01K - $11.2K
6.62K $236K
HL
Hecla Mining CO

Basic Materials
2.17K
+ 12.98%
$4.86 - $7.53 $10.5K - $16.3K
18.9K $92K
IPGP
Ipg Photonics Corp

Technology
136
+ 3.29%
$71.88 - $85.75 $9.78K - $11.7K
4.27K $310K
IRT
Independence Realty Trust, Inc.

Real Estate
488
+ 2.24%
$18.78 - $22.01 $9.16K - $10.7K
22.3K $442K
JBLU
Jetblue Airways Corp

Industrials
1.24K
+ 12.38%
$5.63 - $8.05 $6.99K - $10K
11.3K $88K
MTW
Manitowoc CO Inc

Industrials
1.04K
+ 2.69%
$8.63 - $11.2 $8.93K - $11.6K
39.5K $360K
NGL
Ngl Energy Partners LP

Energy
1.92K
+ 18.67%
$3.98 - $4.99 $7.66K - $9.6K
12.2K $61K
PDM
Piedmont Office Realty Trust, Inc.

Real Estate
1.48K
+ 4.22%
N/A
36.5K $259K
SASR
Sandy Spring Bancorp Inc

Financial Services
287
+ 1.1%
$30.44 - $38.71 $8.74K - $11.1K
26.4K $888K
UVSP
Univest Financial Corp

Financial Services
340
+ 4.0%
$26.85 - $32.21 $9.13K - $11K
8.85K $261K
SMB
Vaneck Short Muni ETF

ETFs
549
+ 2.2%
$17.07 - $17.26 $9.37K - $9.48K
25.5K $436K
LOGI
Logitech International S.A.

Technology
120
+ 1.99%
$77.08 - $91.82 $9.25K - $11K
6.16K $507K
AIN
Albany International Corp

Consumer Cyclical
119
+ 4.68%
$67.92 - $87.46 $8.08K - $10.4K
2.66K $212K
UUUU
Energy Fuels Inc

Energy
1.74K
+ 10.5%
$5.11 - $7.29 $8.91K - $12.7K
18.3K $94K
EXPI
Exp World Holdings, Inc.

Real Estate
802
+ 3.65%
$11.51 - $14.77 $9.23K - $11.8K
22.8K $261K
BSMR
Invesco Bulletshares 2027 Muni

ETFs
391
+ 2.9%
$23.55 - $23.9 $9.21K - $9.34K
13.9K $327K
IBHG
Ishares Tr Ibonds 2027 Term Hi
380
+ 3.63%
$22.11 - $22.54 $8.4K - $8.57K
10.9K $241K
MGY
Magnolia Oil & Gas Corp

Energy
391
+ 2.72%
$22.89 - $28.79 $8.95K - $11.3K
14.8K $344K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
751
+ 4.16%
$11.12 - $11.98 $8.35K - $9K
18.8K $212K
JQC
Nuveen Credit Strategies Income Fund

Financial Services
1.6K
+ 7.57%
$5.64 - $5.93 $9.04K - $9.5K
22.8K $129K
SIGI
Selective Insurance Group Inc

Financial Services
96
+ 1.3%
$90.05 - $102.09 $8.64K - $9.8K
7.46K $697K
NCZ
Virtus Allianz Gi Convertible & Income Fund Ii

Financial Services
2.64K
+ 0.81%
$2.99 - $3.34 $7.88K - $8.81K
330K $1.03M
RIG
Transocean Ltd.

Energy
2.44K
+ 11.89%
$3.47 - $4.67 $8.45K - $11.4K
22.9K $85K
AOD
Aberdeen Total Dynamic Dividend Fund

Financial Services
959
+ 2.14%
$8.36 - $9.06 $8.02K - $8.69K
45.8K $384K
CBZ
Cbiz, Inc.

Industrials
98
+ 0.59%
$63.78 - $83.43 $6.25K - $8.18K
16.6K $1.36M
TAN
Invesco ETF Tr Ii Solar ETF

ETFs
250
+ 1.41%
$32.56 - $42.89 $8.14K - $10.7K
18K $595K
EWH
Ishares Msci Hong Kong ETF

ETFs
450
+ 2.78%
$16.41 - $20.35 $7.38K - $9.16K
16.6K $277K
PICK
Ishares Inc Msci Global Select

ETFs
219
+ 2.22%
$34.86 - $43.59 $7.63K - $9.55K
10.1K $353K
IBHF
Ishares Tr Ibonds 2026 Term Hi

ETFs
348
+ 3.31%
$23.03 - $23.33 $8.01K - $8.12K
10.9K $251K
JPIB
Jpmorgan International Bond Op

ETFs
171
+ 2.99%
$47.26 - $48.47 $8.08K - $8.29K
5.9K $278K
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
104
+ 0.24%
$71.55 - $82.8 $7.44K - $8.61K
43K $3.22M
SAH
Sonic Automotive Inc

Consumer Cyclical
126
+ 1.39%
$53.62 - $69.93 $6.76K - $8.81K
9.22K $584K
TMCI
Treace Medical Concepts, Inc.

Healthcare
1.06K
+ 0.44%
$4.66 - $8.78 $4.92K - $9.27K
242K $1.8M
DVA
Davita Inc.

Healthcare
43
+ 1.23%
$139.81 - $167.96 $6.01K - $7.22K
3.55K $531K
FMB
First Tr Exchange Traded Fd Ii

ETFs
135
+ 0.61%
$50.62 - $52.07 $6.83K - $7.03K
22.4K $1.14M
FRSH
Freshworks Inc.

Technology
408
+ 3.59%
$10.88 - $17.02 $4.44K - $6.94K
11.8K $190K
IEUR
Ishares Tr Ishares Core Msci E

ETFs
128
+ 0.39%
$53.86 - $60.27 $6.89K - $7.71K
32.8K $1.77M
IBHE
Ishares Ibonds 2025 Term High

ETFs
323
+ 3.22%
$23.08 - $23.28 $7.45K - $7.52K
10.3K $239K
NWBI
Northwest Bancshares, Inc.

Financial Services
480
+ 2.04%
$12.86 - $15.28 $6.17K - $7.33K
24K $316K
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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