Wealth Enhancement Advisory Services, LLC SCHWAB CHARLES FAMILY FD Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024
Number of Shares
10,225,097
Previous 8,241,929 24.06%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024
BUY
N/A
1,983,168 Added 24.06%
10,225,097 $0
Q2 2024

Jul 16, 2024
BUY
N/A
6,177,615 Added 299.26%
8,241,929 $0
Q1 2024

Apr 15, 2024
SELL
N/A
-395,832 Reduced 16.09%
2,064,314 $0
Q4 2023

Jan 30, 2024
SELL
N/A
-1,662,228 Reduced 40.32%
2,460,146 $0
Q3 2023

Nov 13, 2023
BUY
N/A
1,492,433 Added 56.75%
4,122,374 $0
Q2 2023

Jul 21, 2023
BUY
N/A
2,629,941 New
2,629,941 $0
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