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
REET
Ishares Global Reit ETF

ETFs
-8.43K
- 1.11%
$23.07 - $27.17 $194K - $229K
750K $20M
NFLX
Netflix Inc

Communication Services
-279
- 0.37%
$598.55 - $722.26 $167K - $202K
74.9K $53.1M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
-460
- 0.56%
$523.84 - $572.02 $241K - $263K
81.1K $46.2M
VNQ
Vanguard Specialized Funds Van

ETFs
-24.3K
- 6.69%
$82.97 - $98.97 $2.02M - $2.41M
339K $33.1M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-1.39K
- 1.39%
$386.81 - $423.12 $538K - $589K
98.7K $41.8M
IWN
Ishares Russell2000 Val ETF

ETFs
-6.39K
- 2.39%
$150.05 - $171.34 $958K - $1.09M
261K $43.5M
RDN
Radian Group Inc

Financial Services
-7.58K
- 0.87%
$31.05 - $37.16 $235K - $282K
860K $29.8M
PLTR
Palantir Technologies Inc.

Technology
-174K
- 21.75%
$24.09 - $37.95 $4.18M - $6.59M
624K $23.2M
KKR
Kkr & Co. Inc.

Financial Services
-75
- 0.06%
$104.51 - $133.23 $7.84K - $9.99K
120K $15.6M
USRT
Ishares Core U.S. Reit ETF

ETFs
-14.9K
- 2.83%
$53.07 - $62.66 $793K - $937K
513K $31.6M
MDT
Medtronic PLC

Healthcare
-7.27K
- 1.97%
$76.84 - $91.03 $559K - $662K
361K $32.5M
LEN
Lennar Corp

Consumer Cyclical
-24K
- 10.58%
$142.5 - $192.45 $3.42M - $4.62M
203K $38M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-75.5K
- 3.16%
$25.45 - $29.53 $1.92M - $2.23M
2.31M $67.5M
VBR
Vanguard Small Cap Value ETF

ETFs
-8.97K
- 2.77%
$179.99 - $201.6 $1.61M - $1.81M
315K $63.3M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
-149K
- 3.21%
$31.05 - $34.29 $4.63M - $5.11M
4.5M $154M
USB
Us Bancorp \De\

Financial Services
-5.51K
- 0.66%
$39.04 - $47.23 $215K - $260K
833K $38.1M
SHW
Sherwin Williams CO

Basic Materials
-12.5K
- 10.8%
$294.65 - $384.0 $3.67M - $4.79M
103K $39.3M
MTG
Mgic Investment Corp

Financial Services
-37.2K
- 2.26%
$21.29 - $25.74 $791K - $957K
1.61M $41.2M
ETN
Eaton Corp PLC

Industrials
-8.74K
- 1.77%
$272.52 - $333.02 $2.38M - $2.91M
485K $161M
PRF
Invesco Exchange Traded Fd Tr

ETFs
-6.77K
- 0.26%
$37.33 - $40.63 $253K - $275K
2.59M $105M
IEFA
Ishares Tr

ETFs
-44.9K
- 2.34%
$70.09 - $78.74 $3.15M - $3.54M
1.87M $146M
AUSF
Global X Fds Adaptive U S Fact

ETFs
-183K
- 3.72%
$39.51 - $42.7 $7.25M - $7.83M
4.75M $203M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-2.08K
- 0.77%
$156.14 - $187.2 $324K - $389K
267K $49.3M
ADP
Automatic Data Processing Inc

Industrials
-3.24K
- 1.41%
$233.44 - $279.45 $756K - $905K
227K $62.8M
CARR
Carrier Global Corp

Industrials
-5.19K
- 1.08%
$61.9 - $80.88 $321K - $419K
475K $38.3M
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
-28.4K
- 1.37%
$75.47 - $83.18 $2.15M - $2.37M
2.04M $170M
DFAT
Dimensional ETF Tr U S Target

ETFs
-4.33K
- 0.18%
$51.0 - $57.07 $221K - $247K
2.35M $131M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-52.2K
- 1.26%
$36.98 - $41.55 $1.93M - $2.17M
4.1M $168M
HCA
Hca Healthcare, Inc.

Healthcare
-11.6K
- 7.12%
$315.12 - $406.43 $3.65M - $4.71M
151K $61.4M
IWD
Ishares Russell 1000 Val ETF

ETFs
-4.85K
- 0.73%
$173.36 - $189.8 $841K - $921K
662K $126M
MAS
Masco Corp

Industrials
-4.43K
- 0.68%
$64.7 - $83.94 $287K - $372K
651K $54.6M
PG
Procter & Gamble CO

Consumer Defensive
-9.64K
- 0.62%
$160.76 - $177.82 $1.55M - $1.71M
1.53M $266M
MCD
Mcdonalds Corp

Consumer Cyclical
-27.6K
- 7.02%
$245.82 - $304.51 $6.78M - $8.4M
366K $111M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
-4.46K
- 0.17%
$58.03 - $65.37 $259K - $291K
2.64M $171M
TOL
Toll Brothers, Inc.

Consumer Cyclical
-1.84K
- 0.6%
$109.16 - $155.35 $201K - $286K
304K $46.9M
AXP
American Express CO

Financial Services
-1.36K
- 0.44%
$225.92 - $271.17 $307K - $368K
309K $83.9M
BX
Blackstone Inc.

Financial Services
-2.05K
- 0.47%
$120.77 - $159.66 $247K - $327K
430K $65.8M
RTX
Raytheon Technologies Corp

Industrials
-4.18K
- 0.63%
$99.55 - $123.34 $416K - $515K
660K $79.9M
SCHV
Schwab Strategic Tr Us Large C

ETFs
-32.8K
- 1.27%
$73.43 - $80.37 $2.41M - $2.63M
2.55M $205M
TMUS
T Mobile Us, Inc.

Communication Services
-4.14K
- 0.81%
$175.14 - $206.36 $726K - $855K
506K $104M
LOW
Lowes Companies Inc

Consumer Cyclical
-5.22K
- 1.44%
$213.3 - $270.78 $1.11M - $1.41M
358K $96.9M
UNH
Unitedhealth Group Inc

Healthcare
-23K
- 5.66%
$488.01 - $604.18 $11.2M - $13.9M
383K $224M
MSI
Motorola Solutions, Inc.

Technology
-3.28K
- 1.1%
$385.65 - $450.49 $1.27M - $1.48M
296K $133M
WMT
Walmart Inc.

Consumer Defensive
-97.3K
- 4.03%
$66.91 - $81.4 $6.51M - $7.92M
2.32M $187M
DHI
Horton D R Inc

Consumer Cyclical
-18.4K
- 3.25%
$135.21 - $197.06 $2.49M - $3.63M
548K $105M
HD
Home Depot, Inc.

Consumer Cyclical
-33K
- 5.25%
$333.64 - $405.2 $11M - $13.4M
595K $241M
TSLA
Tesla, Inc.

Consumer Cyclical
-34.9K
- 6.27%
$191.76 - $263.26 $6.7M - $9.19M
522K $137M
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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