Wealth Enhancement Advisory Services, LLC Invesco ETF Tr Invesco Msci Su Transaction History

Wealth Enhancement Advisory Services, LLC

  • $55.6 Billion
  • Q2 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco ETF Tr Invesco Msci Su stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,327 shares of ERTH stock, worth $487,174. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,327
Previous 7,731 46.51%
Holding current value
$487,174
Previous $302,000 59.27%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
$34.29 - $43.33 $123,306 - $155,814
3,596 Added 46.51%
11,327 $481,000
Q4 2024

Mar 17, 2025
SELL
$40.28 - $44.96 $12,647 - $14,117
-314 Reduced 3.9%
7,731 $312,000
Q3 2024

Oct 23, 2024
SELL
$39.55 - $45.17 $119,164 - $136,097
-3,013 Reduced 27.25%
8,045 $362,000
Q2 2024

Jul 16, 2024
SELL
$38.9 - $42.73 $4,862 - $5,341
-125 Reduced 1.12%
11,058 $436,000
Q1 2024

Apr 15, 2024
BUY
$40.23 - $46.21 $40 - $46
1 Added 0.01%
11,183 $472,000
Q4 2023

Jan 30, 2024
SELL
$38.92 - $47.44 $490,275 - $597,601
-12,597 Reduced 52.98%
11,182 $528,000
Q3 2023

Nov 13, 2023
BUY
$43.61 - $52.73 $1.04 Million - $1.25 Million
23,779 New
23,779 $1.05 Million
Q2 2022

Jul 18, 2022
SELL
$49.81 - $63.47 $96,581 - $123,068
-1,939 Reduced 4.57%
40,469 $2.24 Million
Q1 2022

Apr 18, 2022
BUY
$56.23 - $67.38 $272,153 - $326,119
4,840 Added 12.88%
42,408 $2.69 Million
Q4 2021

Feb 08, 2022
BUY
$62.05 - $73.54 $1.24 Million - $1.47 Million
19,967 Added 113.44%
37,568 $2.24 Million
Q3 2021

Nov 03, 2021
BUY
$63.2 - $69.06 $1.11 Million - $1.22 Million
17,601 New
17,601 $1.22 Million

Others Institutions Holding ERTH

# of Institutions
98
Shares Held
827K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR INVESCO MSCI SU

ERTH Quotes by TradingView
  • Ticker ERTH
  • Sector ETFs
  • Industry ETFs
More about ERTH
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