Wealth Enhancement Advisory Services, LLC Incresed Positions in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TRGP
Targa Resources Corp.

Energy
158
+ 1.18%
$150.58 - $207.69 $23.8K - $32.8K
13.5K $2.41M
SPUS
Tidal ETF Tr Sp Fds S&P 500 Sh

ETFs
8.93K
+ 23.34%
$41.02 - $44.55 $366K - $398K
47.2K $2.02M
KEY
Keycorp

Financial Services
22.6K
+ 27.02%
$16.21 - $19.97 $366K - $452K
106K $1.82M
XLV
Select Sector Spdr Fund Health

ETFs
15.7K
+ 14.79%
$136.28 - $154.74 $2.14M - $2.43M
122K $16.8M
CMF
Ishares California Muni Bond E

ETFs
7.38K
+ 54.04%
$56.66 - $58.1 $418K - $429K
21K $1.21M
DOCU
Docusign, Inc.

Technology
30
+ 0.21%
$61.42 - $106.99 $1.84K - $3.21K
14.6K $1.32M
GLD
Spdr Gold Trust

ETFs
2.4K
+ 1.36%
$236.59 - $257.5 $568K - $618K
179K $43.4M
INTU
Intuit Inc

Technology
293
+ 1.0%
$602.01 - $706.25 $176K - $207K
29.6K $18.6M
ALK
Alaska Air Group, Inc.

Industrials
309
+ 1.59%
$42.48 - $67.6 $13.1K - $20.9K
19.8K $1.28M
HWM
Howmet Aerospace Inc.

Industrials
1.09K
+ 3.57%
$99.72 - $120.09 $109K - $131K
31.7K $3.47M
TROW
Price T Rowe Group Inc

Financial Services
68
+ 0.07%
$106.48 - $124.69 $7.24K - $8.48K
93.8K $10.6M
EXPE
Expedia Group, Inc.

Consumer Cyclical
19
+ 0.19%
$146.47 - $191.01 $2.78K - $3.63K
10K $1.87M
ALL
Allstate Corp

Financial Services
397
+ 0.41%
$181.25 - $208.2 $72K - $82.7K
97.6K $18.8M
WTRG
Essential Utilities, Inc.

Utilities
13.5K
+ 28.71%
$36.18 - $40.55 $489K - $548K
60.6K $2.2M
FDX
Fedex Corp

Industrials
140
+ 0.31%
$260.5 - $305.15 $36.5K - $42.7K
45.2K $12.7M
HOOD
Robinhood Markets, Inc.

Technology
556
+ 2.12%
$22.33 - $43.2 $12.4K - $24K
26.8K $999K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
3.02K
+ 76.1%
$87.56 - $119.8 $264K - $362K
6.98K $766K
NYF
Ishares New York Muni Bond ETF

ETFs
7.45K
+ 40.16%
$52.85 - $54.34 $394K - $405K
26K $1.38M
CBU
Community Bank System, Inc.

Financial Services
3.09K
+ 6.21%
$56.38 - $71.45 $174K - $220K
52.8K $3.25M
TFC
Truist Financial Corp

Financial Services
1.34K
+ 0.27%
$41.51 - $48.1 $55.5K - $64.3K
494K $21.4M
CPRT
Copart Inc

Consumer Cyclical
164
+ 0.23%
$51.36 - $63.8 $8.42K - $10.5K
71.7K $4.12M
SUSL
Ishares Tr Esg Msci Usa Leader

ETFs
134
+ 0.06%
$100.38 - $107.86 $13.5K - $14.5K
231K $23.8M
HBAN
Huntington Bancshares Inc

Financial Services
2.93K
+ 1.47%
$14.18 - $18.2 $41.6K - $53.4K
202K $3.29M
NTRA
Natera, Inc.

Healthcare
143
+ 1.32%
$117.67 - $174.0 $16.8K - $24.9K
11K $1.74M
CAH
Cardinal Health Inc

Healthcare
15
+ 0.03%
$107.89 - $125.33 $1.62K - $1.88K
46.1K $5.45M
KD
Kyndryl Holdings, Inc.

Technology
312
+ 1.05%
$22.43 - $35.79 $7K - $11.2K
30K $1.04M
AVUV
American Centy ETF Tr Avantis

ETFs
1.26K
+ 0.31%
$94.37 - $106.41 $119K - $134K
404K $39M
GAB
Gabelli Equity Trust Inc

Financial Services
67.9K
+ 77.6%
$5.36 - $5.83 $364K - $396K
155K $835K
BMO
Bank Of Montreal

Financial Services
32
+ 0.06%
$89.75 - $103.39 $2.87K - $3.31K
50.6K $4.91M
DDOG
Datadog, Inc.

Technology
137
+ 1.17%
$113.98 - $168.65 $15.6K - $23.1K
11.9K $1.7M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
1
+ 0.0%
$46.48 - $51.32 $46.5 - $51.3
338K $16.3M
FAST
Fastenal CO

Industrials
3.51K
+ 2.09%
$69.99 - $84.35 $245K - $296K
171K $12.3M
STT
State Street Corp

Financial Services
535
+ 1.86%
$85.96 - $100.78 $46K - $53.9K
29.3K $2.88M
FISI
Financial Institutions Inc

Financial Services
10.6K
+ 72.04%
$23.84 - $28.92 $253K - $307K
25.3K $691K
SYF
Synchrony Financial

Financial Services
213
+ 1.07%
$49.01 - $68.55 $10.4K - $14.6K
20.2K $1.31M
VFVA
Vanguard Wellington Fd U S Val

ETFs
2.73K
+ 73.85%
$117.34 - $130.02 $320K - $354K
6.42K $759K
ARCC
Ares Capital Corp

Financial Services
2.6K
+ 0.97%
$20.74 - $22.27 $53.8K - $57.8K
270K $5.9M
CFG
Citizens Financial Group Inc

Financial Services
674
+ 0.65%
$39.92 - $48.46 $26.9K - $32.7K
105K $4.59M
FLEX
Flex Ltd.

Technology
1.95K
+ 4.14%
$32.52 - $41.3 $63.3K - $80.3K
48.9K $1.88M
DASH
Door Dash, Inc.

Communication Services
84
+ 0.72%
$141.93 - $180.48 $11.9K - $15.2K
11.7K $1.97M
BSCO
Invesco Et Self Idxd Fd Tr Bul

ETFs
14.5K
+ 7.87%
$21.09 - $21.18 $307K - $308K
199K $4.21M
BSCP
Invesco Et Seld Idxd Fd Tr Bul

ETFs
14.7K
+ 6.64%
$20.6 - $20.71 $302K - $304K
236K $4.86M
EME
Emcor Group, Inc.

Industrials
40
+ 0.33%
$427.96 - $526.95 $17.1K - $21.1K
12.2K $5.53M
TRMB
Trimble Inc.

Technology
486
+ 1.59%
$60.21 - $75.4 $29.3K - $36.6K
31K $2.19M
RL
Ralph Lauren Corp

Consumer Cyclical
118
+ 1.64%
$192.23 - $233.41 $22.7K - $27.5K
7.33K $1.69M
ZION
Zions Bancorporation, National Association

Financial Services
5
+ 0.01%
$45.62 - $61.73 $228 - $309
41.2K $2.24M
BKLC
Bny Mellon ETF Tr Us Large Cap

ETFs
1.53K
+ 3.23%
$108.0 - $116.52 $165K - $178K
48.9K $5.48M
CWB
Spdr Bloomberg Convertible Sec

ETFs
1
+ 0.0%
$76.21 - $82.24 $76.2 - $82.2
222K $17.3M
MGC
Vanguard Mega Cap ETF

ETFs
225
+ 0.56%
$204.21 - $220.18 $45.9K - $49.5K
40.1K $8.54M
Activity Summary
Buys All Purchases 1250 New Holdings 21 Increased Positions 1229 Sells All Sells 289 Reductions 289 Sold out 0 Options Calls 9 Puts 8
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