Wealth Enhancement Advisory Services, LLC Reduced Holdings in Q3 2024

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
STWD
Starwood Property Trust, Inc.

Real Estate
-12.4K
- 4.54%
$18.75 - $21.11 $232K - $261K
261K $5.31M
ASTL
Algoma Steel Group Inc.

Basic Materials
-5K
- 8.33%
$6.91 - $10.59 $34.6K - $53K
55K $563K
RWO
Spdr Dow Jones Global Real Est

ETFs
-581
- 1.99%
$41.23 - $48.48 $24K - $28.2K
28.6K $1.36M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.01K
- 7.02%
$58.35 - $66.29 $176K - $199K
39.8K $2.64M
ILCV
Ishares Morningstar Value ETF

ETFs
-4.91K
- 5.2%
$75.47 - $82.2 $371K - $404K
89.6K $7.37M
NMRK
Newmark Group, Inc.

Real Estate
-1.17K
- 3.59%
$9.84 - $15.9 $11.6K - $18.7K
31.5K $489K
HLNE
Hamilton Lane Inc

Financial Services
-43
- 1.19%
$123.12 - $168.4 $5.29K - $7.24K
3.57K $601K
SBAC
Sba Communications Corp

Real Estate
-121
- 2.93%
$189.0 - $245.01 $22.9K - $29.6K
4.01K $964K
IAT
Ishares Tr

ETFs
-1.42K
- 3.8%
$40.8 - $48.93 $58.1K - $69.7K
36.1K $1.72M
REGL
Proshares Tr S&P Midcap 400 Di

ETFs
-284
- 1.24%
$72.52 - $82.35 $20.6K - $23.4K
22.7K $1.86M
STT
State Street Corp

Financial Services
-3.33K
- 10.37%
$73.37 - $89.31 $244K - $297K
28.8K $2.55M
GTO
Invesco Actively Managed ETF T

ETFs
-1.31K
- 1.09%
$46.22 - $48.77 $60.6K - $64K
120K $5.77M
PSLV
Sprott Physical Silver Trust

Financial Services
-100
- 0.03%
$9.17 - $10.84 $917 - $1.08K
345K $3.61M
GOLD
Barrick Gold Corp

Basic Materials
-1.65K
- 2.49%
$16.56 - $21.01 $27.3K - $34.7K
64.5K $1.28M
SUI
Sun Communities Inc

Real Estate
-34
- 0.26%
$117.46 - $147.6 $3.99K - $5.02K
12.9K $1.74M
MFC
Manulife Financial Corp

Financial Services
-3.25K
- 3.35%
$24.13 - $29.63 $78.4K - $96.3K
93.8K $2.77M
AIA
Ishares S&P Asia 50 ETF

ETFs
-519
- 1.16%
$61.65 - $74.61 $32K - $38.7K
44.1K $3.18M
BCS
Barclays PLC

Financial Services
-3.08K
- 1.89%
$10.59 - $12.45 $32.6K - $38.3K
160K $1.95M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-22.3K
- 5.08%
$113.41 - $125.62 $2.53M - $2.8M
416K $52.3M
ARES
Ares Management Corp

Financial Services
-5.81K
- 11.8%
$133.73 - $158.05 $777K - $918K
43.4K $6.77M
HEI
Heico Corp

Industrials
-75
- 1.25%
$220.59 - $267.96 $16.5K - $20.1K
5.93K $1.55M
VFC
V F Corp

Consumer Cyclical
-535
- 1.55%
$12.74 - $19.95 $6.82K - $10.7K
33.9K $676K
PJUN
Innovator U.S. Equity Power Bu

ETFs
-320
- 0.18%
$34.72 - $36.88 $11.1K - $11.8K
180K $6.64M
FFIV
F5, Inc.

Technology
-177
- 3.34%
$170.44 - $223.6 $30.2K - $39.6K
5.12K $1.13M
PAPR
Innovator U.S. Equity Power Bu

ETFs
-25.8K
- 2.88%
$33.61 - $35.94 $869K - $929K
870K $31.3M
OUSA
Alps ETF Tr Oshares U S Qualit

ETFs
-1.65K
- 2.33%
$48.87 - $54.0 $80.6K - $89.1K
69.3K $3.74M
RSG
Republic Services, Inc.

Industrials
-8.4K
- 2.86%
$189.34 - $208.21 $1.59M - $1.75M
286K $57.4M
BDX
Becton Dickinson & CO

Healthcare
-453
- 1.0%
$221.47 - $242.41 $100K - $110K
44.6K $10.8M
NDAQ
Nasdaq, Inc.

Financial Services
-491
- 2.39%
$59.48 - $74.31 $29.2K - $36.5K
20.1K $1.47M
INGR
Ingredion Inc

Consumer Defensive
-39
- 0.38%
$111.98 - $137.59 $4.37K - $5.37K
10.3K $1.41M
LGLV
Spdr Ssga Us Large Cap Low Vol

ETFs
-1.02K
- 4.2%
$151.63 - $169.74 $154K - $172K
23.2K $3.92M
RPV
Invesco Exchange Traded Fd Tr

ETFs
-138
- 0.3%
$82.04 - $89.49 $11.3K - $12.3K
45.3K $4.03M
EXR
Extra Space Storage Inc.

Real Estate
-292
- 2.49%
$151.92 - $183.06 $44.4K - $53.5K
11.4K $2.06M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-44.6K
- 7.82%
$41.02 - $46.01 $1.83M - $2.05M
526K $23.9M
CW
Curtiss Wright Corp

Industrials
-357
- 5.66%
$265.18 - $332.22 $94.7K - $119K
5.95K $1.96M
MPWR
Monolithic Power Systems Inc

Technology
-93
- 2.84%
$757.04 - $947.16 $70.4K - $88.1K
3.18K $2.94M
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
-74.2K
- 4.95%
$60.84 - $67.51 $4.52M - $5.01M
1.43M $96.3M
WAT
Waters Corp

Healthcare
-3
- 0.08%
$282.7 - $359.89 $848 - $1.08K
3.73K $1.34M
ESGD
Ishares Trust Ishares Esg Awar

ETFs
-11.2K
- 5.02%
$75.63 - $84.89 $848K - $952K
212K $17.9M
IUSG
Ishares Core S&P U.S Growth Et

ETFs
-1.36K
- 1.36%
$116.79 - $133.54 $159K - $182K
98.6K $13M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
-1.71K
- 1.89%
$50.02 - $54.5 $85.3K - $93K
88.6K $4.83M
TMP
Tompkins Financial Corp

Financial Services
-854
- 2.42%
$46.27 - $63.96 $39.5K - $54.6K
34.4K $1.99M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.53K
- 4.82%
$95.81 - $109.03 $243K - $276K
50.1K $5.39M
SPD
Simplify Exch Trad Fds Us Eq P

ETFs
-367
- 0.15%
$31.14 - $33.49 $11.4K - $12.3K
248K $8.3M
MGC
Vanguard Mega Cap ETF

ETFs
-501
- 1.24%
$185.93 - $206.64 $93.2K - $104K
39.9K $8.25M
VTR
Ventas, Inc.

Real Estate
-263
- 1.16%
$50.88 - $65.33 $13.4K - $17.2K
22.4K $1.44M
SKYY
First Trust Cloud Computing Et

ETFs
-1.33K
- 2.17%
$86.45 - $102.48 $115K - $136K
59.8K $6.12M
CRVL
Corvel Corp

Financial Services
-310
- 5.97%
$250.37 - $326.89 $77.6K - $101K
4.89K $1.6M
HSIC
Henry Schein Inc

Healthcare
-1.05K
- 2.6%
$63.92 - $73.22 $67.2K - $77K
39.5K $2.88M
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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