Wealth Enhancement Advisory Services, LLC Sells in Q3 2024

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
CGUS
Capital Group Core Equity ETF
-13.3K
- 2.31%
$31.19 - $34.33 $414K - $456K
563K $19.3M
IP
International Paper CO

Consumer Cyclical
-1.92K
- 1.35%
$42.55 - $49.98 $81.6K - $95.8K
140K $6.85M
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-1.06K
- 0.77%
$71.86 - $78.56 $76.4K - $83.5K
137K $10.8M
IVOV
Vanguard S&P Mid Cap 400 Value

ETFs
-17
- 0.02%
$86.19 - $95.75 $1.47K - $1.63K
89.6K $8.58M
DON
Wisdomtree Tr U.S. Midcap Divi

ETFs
-6.29K
- 2.57%
$46.17 - $51.13 $291K - $322K
239K $12.2M
SDG
Ishares Trust Ishares Msci Glo

ETFs
-3.07K
- 2.93%
$74.95 - $85.33 $230K - $262K
102K $8.63M
MAA
Mid America Apartment Communities Inc.

Real Estate
-1.29K
- 2.1%
$138.8 - $166.65 $179K - $215K
60.2K $9.56M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.9K
- 0.72%
$57.2 - $65.59 $109K - $124K
261K $16.9M
EXAS
Exact Sciences Corp

Healthcare
-2.52K
- 6.6%
$42.43 - $70.83 $107K - $179K
35.7K $2.43M
JPIN
Jp Morgan Diversified Return I

ETFs
-35.7K
- 5.76%
$54.1 - $60.82 $1.93M - $2.17M
584K $35.1M
MKC
Mccormick & CO Inc

Consumer Defensive
-6K
- 4.68%
$69.44 - $84.76 $417K - $508K
122K $10.1M
GLTR
Abrdn Precious Metals Basket ETF Trust

ETFs
-9.1K
- 4.69%
$101.06 - $115.49 $919K - $1.05M
185K $21M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-8
- 0.01%
$111.9 - $124.28 $895 - $994
96.6K $11.9M
XLF
Financial Sector Spdr

ETFs
-560
- 0.23%
$40.84 - $45.74 $22.9K - $25.6K
241K $10.9M
VOE
Vanguard Mid Cap Value Index F

ETFs
-18.3K
- 7.74%
$149.02 - $167.67 $2.72M - $3.06M
218K $36.5M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-9.6K
- 0.63%
$49.93 - $51.15 $480K - $491K
1.51M $77M
VONV
Vanguard Russell 1000 Value Et

ETFs
-4.28K
- 2.06%
$76.07 - $83.33 $326K - $357K
204K $17M
GPI
Group 1 Automotive Inc

Consumer Cyclical
-60
- 0.48%
$280.92 - $391.73 $16.9K - $23.5K
12.4K $4.77M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-2.01K
- 0.91%
$106.11 - $113.72 $213K - $229K
218K $24.7M
VONE
Vanguard Russell 1000 ETF

ETFs
-1.67K
- 1.55%
$234.0 - $260.07 $391K - $434K
106K $27.5M
IXUS
Ishares Tr

ETFs
-10.7K
- 2.9%
$64.9 - $73.35 $693K - $783K
358K $26M
BMY
Bristol Myers Squibb CO

Healthcare
-59.7K
- 14.55%
$39.66 - $51.75 $2.37M - $3.09M
350K $18.1M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
-18.1K
- 3.74%
$19.78 - $23.53 $358K - $426K
466K $10.8M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-3.18K
- 7.24%
$72.18 - $107.33 $229K - $341K
40.7K $4.32M
VIGI
Vanguard Whitehall Fds Intl Di

ETFs
-277
- 0.16%
$80.13 - $88.89 $22.2K - $24.6K
172K $15.2M
TFC
Truist Financial Corp

Financial Services
-18.3K
- 3.59%
$38.22 - $44.94 $701K - $824K
493K $21.1M
IVE
Ishares S&P 500 Value ETF

ETFs
-300
- 0.35%
$181.06 - $197.17 $54.3K - $59.2K
84.4K $16.6M
XMMO
Invesco Exchange Traded Fd Tr

ETFs
-10.3K
- 2.62%
$110.22 - $120.89 $1.13M - $1.24M
382K $45.9M
DFAX
Dimensional ETF Tr
-1.33K
- 0.16%
$24.29 - $27.25 $32.3K - $36.2K
819K $22.1M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-5.76K
- 1.26%
$434.77 - $502.96 $2.5M - $2.9M
451K $220M
TRV
Travelers Companies, Inc.

Financial Services
-13.5K
- 9.32%
$201.87 - $242.35 $2.73M - $3.27M
131K $30.8M
SCHC
Schwab Strategic Tr Intl Small

ETFs
-11K
- 1.85%
$34.48 - $38.87 $380K - $428K
585K $22.5M
IVW
Ishares S&P 500 Growth ETF

ETFs
-3.19K
- 0.59%
$84.77 - $97.13 $270K - $310K
538K $51.5M
DFAI
Dimensional ETF Tr

ETFs
-55.3K
- 3.55%
$28.69 - $32.06 $1.59M - $1.77M
1.5M $47.8M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 3.45%
$610460.0 - $715910.0 $610K - $716K
28 $19.3M
TT
Trane Technologies PLC

Industrials
-5.88K
- 9.05%
$314.21 - $388.71 $1.85M - $2.28M
59.1K $23M
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-69.4K
- 3.98%
$63.28 - $70.06 $4.39M - $4.86M
1.67M $117M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-38.2K
- 2.16%
$45.2 - $47.87 $1.73M - $1.83M
1.73M $82.3M
SBUX
Starbucks Corp

Consumer Cyclical
-95.2K
- 17.14%
$72.51 - $98.6 $6.9M - $9.39M
460K $44.9M
GIS
General Mills Inc

Consumer Defensive
-929
- 0.56%
$62.5 - $75.15 $58.1K - $69.8K
165K $12.2M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-17.6K
- 4.25%
$117.9 - $128.2 $2.08M - $2.26M
397K $50.9M
MO
Altria Group, Inc.

Consumer Defensive
-4.27K
- 1.19%
$45.95 - $54.71 $196K - $234K
355K $18.1M
DVY
Ishares Tr

ETFs
-3.16K
- 2.02%
$119.99 - $135.74 $380K - $429K
153K $20.7M
AWK
American Water Works Company, Inc.

Utilities
-1.2K
- 1.02%
$127.76 - $149.9 $153K - $180K
117K $17.1M
SHOP
Shopify Inc.

Technology
-5.55K
- 3.41%
$52.26 - $80.75 $290K - $448K
157K $12.6M
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
-6.73K
- 1.81%
$64.57 - $71.76 $435K - $483K
365K $26.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-3.76K
- 1.18%
$162.64 - $179.3 $612K - $675K
315K $56.5M
HDV
Ishares Core High Dividend ETF

ETFs
-484
- 0.2%
$107.62 - $118.76 $52.1K - $57.5K
246K $28.9M
ORI
Old Republic International Corp

Financial Services
-9.66K
- 1.7%
$29.89 - $35.9 $289K - $347K
559K $19.8M
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
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email