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
AES
Aes Corp

Utilities
-1.89K
- 1.47%
$16.18 - $20.07 $30.5K - $37.9K
126K $2.53M
IYY
Ishares Tr

ETFs
-301
- 0.62%
$125.77 - $139.59 $37.9K - $42K
48.3K $6.74M
ZBRA
Zebra Technologies Corp

Technology
-201
- 3.19%
$306.21 - $371.02 $61.5K - $74.6K
6.1K $2.26M
PIPR
Piper Sandler Companies

Financial Services
-1.46K
- 10.55%
$230.9 - $287.51 $337K - $420K
12.4K $3.51M
FNDA
Schwab Fundamental U S Small C

ETFs
-3.43K
- 2.99%
$54.26 - $60.01 $186K - $206K
111K $6.61M
HWKN
Hawkins Inc

Basic Materials
-12
- 0.13%
$87.69 - $127.47 $1.05K - $1.53K
9.07K $1.16M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-25.1K
- 2.84%
$92.63 - $105.69 $2.33M - $2.66M
859K $89.5M
BOND
Pimco Active Bond Exchange Tra

ETFs
-1.72K
- 1.21%
$90.01 - $95.32 $154K - $164K
140K $13.3M
ILCB
Ishares Morningstar U.S. Equit

ETFs
-5.55K
- 2.89%
$71.38 - $79.23 $396K - $440K
187K $14.8M
IYR
Ishares Tr

ETFs
-457
- 1.66%
$86.93 - $103.61 $39.7K - $47.3K
27K $2.75M
NIC
Nicolet Bankshares Inc

Financial Services
-2.39K
- 5.25%
$80.01 - $103.65 $191K - $248K
43.2K $4.13M
PTLC
Pacer Fds Tr Trendpilot Us Lar

ETFs
-6.38K
- 2.59%
$47.29 - $52.55 $302K - $335K
240K $12.6M
VOOV
Vanguard S&P 500 Value ETF

ETFs
-193
- 0.73%
$175.0 - $190.72 $33.8K - $36.8K
26.2K $4.99M
NOW
Service Now, Inc.

Technology
-8.64K
- 11.51%
$730.87 - $937.36 $6.32M - $8.1M
66.4K $59.4M
PDP
Invesco Exchange Traded Fd Tr

ETFs
-1.16K
- 1.3%
$91.9 - $103.31 $107K - $120K
88.3K $9.12M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-4.61K
- 5.65%
$95.1 - $106.76 $438K - $492K
77K $8.22M
MTB
M&T Bank Corp

Financial Services
-257
- 1.55%
$146.49 - $179.85 $37.6K - $46.2K
16.3K $2.9M
CCNE
Cnb Financial Corp

Financial Services
-2.28K
- 1.79%
$19.32 - $26.14 $44.1K - $59.7K
125K $3.02M
SPTS
Spdr Portfolio Short Term Trea

ETFs
-5.64K
- 0.51%
$28.75 - $29.46 $162K - $166K
1.11M $32.6M
PKW
Invesco Exchange Traded Fd Tr

ETFs
-84
- 0.2%
$102.34 - $114.52 $8.6K - $9.62K
42.1K $4.82M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
-6.24K
- 4.37%
$60.13 - $68.17 $375K - $425K
136K $9.23M
IMCG
Ishare Morningstar Mid Cap Gro

ETFs
-339
- 0.38%
$65.15 - $72.97 $22.1K - $24.7K
89.8K $6.55M
CTVA
Corteva, Inc.

Basic Materials
-2.61K
- 2.11%
$50.72 - $58.78 $132K - $153K
121K $7.11M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.24K
- 1.93%
$54.38 - $59.77 $230K - $253K
215K $12.7M
CWI
Spdr Ser Tr Spdr Msci Acwi Ex

ETFs
-43.5K
- 5.21%
$27.15 - $30.78 $1.18M - $1.34M
791K $24.1M
RDVY
First Trust Rising Dividend Ac

ETFs
-3.53K
- 2.31%
$53.68 - $59.24 $189K - $209K
149K $8.84M
DES
Wisdomtree Tr U.S. Smallcap Di

ETFs
-684
- 0.45%
$30.61 - $34.92 $20.9K - $23.9K
152K $5.25M
ADI
Analog Devices Inc

Technology
-128
- 0.05%
$200.56 - $243.33 $25.7K - $31.1K
271K $62.4M
BLDR
Builders First Source, Inc.

Industrials
-19.4K
- 25.25%
$132.6 - $201.83 $2.58M - $3.92M
57.5K $11.1M
MCO
Moodys Corp

Financial Services
-72
- 0.71%
$421.49 - $494.67 $30.3K - $35.6K
10K $4.74M
JPUS
Jpmorgan Diversified Return Us

ETFs
-11K
- 6.33%
$108.5 - $119.68 $1.2M - $1.32M
163K $19.5M
NVS
Novartis Ag

Healthcare
-3.45K
- 3.26%
$106.13 - $120.89 $366K - $417K
102K $11.8M
CBU
Community Bank System, Inc.

Financial Services
-363
- 0.73%
$45.86 - $62.82 $16.6K - $22.8K
49.7K $2.88M
IWS
Ishares Russell Midcap Value E

ETFs
-5.48K
- 5.06%
$119.52 - $132.25 $655K - $725K
103K $13.6M
EFG
Msci Eafe Growth ETF

ETFs
-2.89K
- 1.85%
$96.84 - $108.77 $280K - $315K
153K $16.5M
CASH
Meta Financial Group Inc

Financial Services
-39K
- 11.86%
$56.5 - $69.1 $2.21M - $2.7M
290K $19.1M
DCI
Donaldson CO Inc

Industrials
-3.49K
- 0.93%
$69.34 - $74.86 $242K - $261K
374K $27.5M
QDF
Flexshares Quality Dividend In

ETFs
-1.75K
- 1.35%
$65.37 - $71.71 $115K - $126K
128K $9.16M
BNL
Broadstone Net Lease, Inc.

Real Estate
-34.2K
- 8.72%
$15.64 - $18.95 $535K - $648K
358K $6.78M
NFRA
Flexshares Stoxx Global Broad

ETFs
-7.03K
- 4.37%
$53.04 - $59.95 $373K - $421K
154K $9.13M
HLI
Houlihan Lokey, Inc.

Financial Services
-27
- 0.1%
$134.11 - $161.99 $3.62K - $4.37K
26.2K $4.14M
NVR
Nvr Inc

Consumer Cyclical
-7
- 2.27%
$7421.51 - $9811.8 $52K - $68.7K
302 $2.96M
EXC
Exelon Corp

Utilities
-1.56K
- 1.34%
$34.24 - $40.55 $53.4K - $63.2K
115K $4.67M
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
-30.5K
- 3.45%
$19.88 - $21.63 $605K - $659K
852K $18.3M
KMI
Kinder Morgan, Inc.

Energy
-39.6K
- 5.7%
$19.72 - $22.22 $781K - $880K
656K $14.5M
IWP
Ishares Russell Mid Cap Growth

ETFs
-1.23K
- 1.04%
$103.87 - $117.59 $128K - $145K
117K $13.8M
D
Dominion Energy, Inc

Utilities
-5.53K
- 4.86%
$48.01 - $58.53 $265K - $323K
108K $6.25M
FCNCA
First Citizens Bancshares Inc

Financial Services
-21
- 0.45%
$1685.92 - $2128.51 $35.4K - $44.7K
4.63K $8.52M
GSEW
Goldman Sachs Tr Eql Weight Us

ETFs
-3.24K
- 2.16%
$70.04 - $77.47 $227K - $251K
147K $11.4M
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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