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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-78.2K
- 44.52%
$39.47 - $49.4 $3.09M - $3.86M
97.5K $4.63M
VEU
Vanguard Ftse All World Ex Us

ETFs
-89.2K
- 15.06%
$56.47 - $63.69 $5.04M - $5.68M
503K $31.7M
BR
Broadridge Financial Solutions, Inc.

Technology
-17.1K
- 46.87%
$196.56 - $218.55 $3.36M - $3.74M
19.4K $4.17M
SAIA
Saia Inc

Industrials
-5.98K
- 89.86%
$367.6 - $509.42 $2.2M - $3.05M
675 $295K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
-163K
- 44.56%
$16.42 - $18.12 $2.68M - $2.96M
203K $3.66M
ACN
Accenture PLC

Technology
-41.7K
- 17.4%
$295.44 - $355.81 $12.3M - $14.8M
198K $69.9M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-31.8K
- 11.9%
$98.99 - $101.51 $3.15M - $3.23M
235K $23.8M
EW
Edwards Lifesciences Corp

Healthcare
-2.44K
- 2.95%
$59.7 - $93.78 $145K - $229K
80.1K $5.29M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-50.9K
- 5.0%
$175.46 - $203.3 $8.93M - $10.4M
968K $196M
DINO
Hf Sinclair Corp

Energy
-39.5K
- 67.86%
$44.42 - $53.6 $1.76M - $2.12M
18.7K $834K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-13.3K
- 21.51%
$210.25 - $231.86 $2.8M - $3.09M
48.6K $10.9M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-22.5K
- 16.48%
$114.73 - $120.23 $2.58M - $2.7M
114K $13.6M
KMB
Kimberly Clark Corp

Consumer Defensive
-17.6K
- 17.23%
$135.05 - $148.35 $2.38M - $2.62M
84.7K $12.1M
HYGV
Flexshares Tr High Yield Value

ETFs
-53K
- 48.46%
$40.11 - $41.67 $2.13M - $2.21M
56.4K $2.35M
LII
Lennox International Inc

Industrials
-4.27K
- 58.31%
$523.72 - $620.83 $2.23M - $2.65M
3.05K $1.84M
NFG
National Fuel Gas CO

Energy
-39.6K
- 74.66%
$54.14 - $61.22 $2.15M - $2.43M
13.5K $815K
PREF
Principal Spectrum Pfd Secs Ac

ETFs
-149K
- 11.55%
$18.19 - $18.81 $2.71M - $2.81M
1.14M $21.5M
PFE
Pfizer Inc

Healthcare
-124K
- 7.53%
$27.7 - $31.39 $3.44M - $3.9M
1.52M $44.1M
HYRM
Dbx ETF Tr Xtrackers Risk Mana

ETFs
-160K
- 8.32%
$22.94 - $24.03 $3.66M - $3.83M
1.76M $42.2M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-21.4K
- 15.73%
$96.3 - $106.49 $2.06M - $2.28M
115K $12M
SWN
Southwestern Energy CO

Energy
-292K
- 91.43%
$6.0 - $7.15 $1.75M - $2.09M
27.4K $194K
AOS
Smith A O Corp

Industrials
-24.3K
- 82.61%
$76.95 - $91.98 $1.87M - $2.24M
5.12K $459K
EOG
Eog Resources Inc

Energy
-10.7K
- 5.06%
$117.9 - $132.65 $1.26M - $1.42M
201K $24.7M
PSC
Principal ETF U.S. Small Cap M

ETFs
-44.7K
- 43.61%
$47.43 - $52.33 $2.12M - $2.34M
57.8K $3M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-74.7K
- 6.18%
$71.45 - $75.64 $5.34M - $5.65M
1.13M $85.2M
VV
Vanguard Large Cap ETF

ETFs
-17.8K
- 8.68%
$236.92 - $263.4 $4.21M - $4.68M
187K $49.2M
LECO
Lincoln Electric Holdings Inc

Industrials
-9.87K
- 84.39%
$173.3 - $211.48 $1.71M - $2.09M
1.83K $350K
VNO
Vornado Realty Trust

Real Estate
-77K
- 84.94%
$25.5 - $39.4 $1.96M - $3.03M
13.6K $537K
HUBB
Hubbell Inc

Industrials
-5.97K
- 52.63%
$355.55 - $428.48 $2.12M - $2.56M
5.37K $2.3M
PTBD
Pacer Fds Tr Trendpilot U S Bo

ETFs
-92.4K
- 74.95%
$20.0 - $20.91 $1.85M - $1.93M
30.9K $637K
SSUS
Strategy Shs Day Hagan/Ned Dav

ETFs
-54K
- 27.46%
$37.39 - $41.59 $2.02M - $2.25M
143K $5.94M
PMAR
Innovator U.S. Equity Power Bu

ETFs
-49.6K
- 55.61%
$36.89 - $39.25 $1.83M - $1.95M
39.6K $1.56M
GGG
Graco Inc

Industrials
-29.4K
- 32.07%
$77.82 - $87.64 $2.29M - $2.57M
62.2K $5.45M
POOL
Pool Corp

Industrials
-6.92K
- 56.54%
$296.17 - $376.8 $2.05M - $2.61M
5.32K $2M
WSO
Watsco Inc

Industrials
-4.77K
- 22.74%
$448.73 - $519.89 $2.14M - $2.48M
16.2K $7.97M
AMGN
Amgen Inc

Healthcare
-15.7K
- 4.6%
$309.38 - $337.38 $4.86M - $5.3M
326K $105M
SMMU
Pimco ETF Tr Sht Term Mun Bd A

ETFs
-39.6K
- 6.02%
$49.69 - $50.5 $1.97M - $2M
618K $31.2M
VONG
Vanguard Russell 1000 Growth E

ETFs
-27.2K
- 6.93%
$85.48 - $98.39 $2.32M - $2.67M
365K $35.2M
JLL
Jones Lang Lasalle Inc

Real Estate
-7.91K
- 86.78%
$198.7 - $272.0 $1.57M - $2.15M
1.21K $325K
IFF
International Flavors & Fragrances Inc

Basic Materials
-25.3K
- 21.35%
$93.14 - $105.12 $2.36M - $2.66M
93.3K $9.78M
OMFL
Invesco Exchange Traded Self I

ETFs
-40K
- 3.14%
$47.65 - $52.99 $1.91M - $2.12M
1.23M $65.3M
CLF
Cleveland Cliffs Inc.

Basic Materials
-60.8K
- 22.55%
$10.91 - $16.21 $663K - $986K
209K $2.67M
EXP
Eagle Materials Inc

Basic Materials
-7.06K
- 84.88%
$212.39 - $292.18 $1.5M - $2.06M
1.26K $361K
TREX
Trex CO Inc

Industrials
-18.2K
- 65.06%
$59.17 - $85.82 $1.08M - $1.56M
9.77K $650K
MPC
Marathon Petroleum Corp

Energy
-2.92K
- 3.28%
$158.61 - $180.75 $463K - $528K
86.1K $14M
LNG
Cheniere Energy, Inc.

Energy
-9.53K
- 15.23%
$172.24 - $186.09 $1.64M - $1.77M
53K $9.54M
MUST
Columbia ETF Tr I Multi Sector

ETFs
-71.3K
- 34.47%
$20.28 - $20.85 $1.45M - $1.49M
136K $2.82M
VIG
Vanguard Dividend Appreciation

ETFs
-5.35K
- 0.57%
$182.15 - $182.15 $975K - $975K
935K $170M
EDV
Vanguard Extended Duration Tre

ETFs
-18.2K
- 81.49%
$70.73 - $83.52 $1.29M - $1.52M
4.14K $329K
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