A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Trust Ishares Msci Glo stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 101,810 shares of SDG stock, worth $7.63 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
101,810
Previous 104,884 2.93%
Holding current value
$7.63 Million
Previous $7.87 Million 9.64%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 23, 2024

SELL
$74.95 - $85.33 $230,396 - $262,304
-3,074 Reduced 2.93%
101,810 $8.63 Million
Q2 2024

Jul 16, 2024

BUY
$74.48 - $81.76 $72,766 - $79,879
977 Added 0.94%
104,884 $7.87 Million
Q1 2024

Apr 15, 2024

BUY
$75.05 - $80.02 $867,052 - $924,471
11,553 Added 12.51%
103,907 $8.18 Million
Q4 2023

Jan 30, 2024

SELL
$70.72 - $81.11 $424,673 - $487,065
-6,005 Reduced 6.11%
92,354 $7.49 Million
Q3 2023

Nov 13, 2023

BUY
$73.96 - $82.95 $4.1 Million - $4.6 Million
55,447 Added 129.21%
98,359 $7.33 Million
Q2 2023

Jul 21, 2023

BUY
$76.79 - $81.48 $320,444 - $340,016
4,173 Added 10.77%
42,912 $3.39 Million
Q1 2023

Apr 25, 2023

BUY
$75.46 - $83.68 $756,712 - $839,143
10,028 Added 34.93%
38,739 $3.07 Million
Q4 2022

Feb 01, 2023

BUY
$69.82 - $81.82 $69,610 - $81,574
997 Added 3.6%
28,711 $2.27 Million
Q3 2022

Oct 17, 2022

BUY
$70.77 - $83.78 $426,318 - $504,690
6,024 Added 27.77%
27,714 $1.95 Million
Q2 2022

Jul 18, 2022

BUY
$77.15 - $86.93 $721,892 - $813,404
9,357 Added 75.87%
21,690 $1.75 Million
Q1 2022

Apr 18, 2022

BUY
$82.15 - $90.96 $1.01 Million - $1.12 Million
12,333 New
12,333 $1.07 Million

Others Institutions Holding SDG

About ISHARES TRUST ISHARES MSCI GLO


  • Ticker SDG
  • Sector ETFs
  • Industry ETFs
More about SDG
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.