Wealth Enhancement Advisory Services, LLC Dimensional ETF Tr Inflation P Transaction History
Wealth Enhancement Advisory Services, LLC
- $40.3 Billion
- Q2 2024
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Dimensional ETF Tr Inflation P stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 47,866 shares of DFIP stock, worth $2.01 Million. This represents 0.0% of its overall portfolio holdings.
Number of Shares
47,866
Previous 111,953
57.24%
Holding current value
$2.01 Million
Previous $4.62 Million
57.69%
% of portfolio
0.0%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding DFIP
# of Institutions
104Shares Held
9.95MCall Options Held
0Put Options Held
0-
Matson Money. Inc.2.05MShares$86 Million2.79% of portfolio
-
Heirloom Wealth Management Greenwood Village, CO951KShares$39.9 Million13.08% of portfolio
-
Hill Investment Group Partners, LLC St. Louis, MO811KShares$34 Million4.48% of portfolio
-
Planning Center, Inc.739KShares$31 Million5.43% of portfolio
-
Cpa Asset Management LLC West Palm Beach, FL400KShares$16.8 Million8.75% of portfolio