Wealth Enhancement Advisory Services, LLC Pacer Fds Tr Cfra Stovall Eql Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pacer Fds Tr Cfra Stovall Eql stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 61,242 shares of SZNE stock, worth $2.28 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
61,242
Previous 58,912 3.96%
Holding current value
$2.28 Million
Previous $2.16 Million 10.99%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 23, 2024
BUY
$36.21 - $39.42 $84,369 - $91,848
2,330 Added 3.96%
61,242 $2.39 Million
Q2 2024

Jul 16, 2024
SELL
$36.63 - $39.34 $386,299 - $414,879
-10,546 Reduced 15.18%
58,912 $2.16 Million
Q1 2024

Apr 15, 2024
SELL
$34.99 - $39.51 $424,953 - $479,848
-12,145 Reduced 14.88%
69,458 $2.74 Million
Q4 2023

Jan 30, 2024
SELL
$30.36 - $36.69 $364,653 - $440,683
-12,011 Reduced 12.83%
81,603 $2.97 Million
Q3 2023

Nov 13, 2023
BUY
$32.32 - $36.46 $3.03 Million - $3.41 Million
93,614 New
93,614 $3.03 Million

Others Institutions Holding SZNE

# of Institutions
21
Shares Held
527K
Call Options Held
0
Put Options Held
0
View Full List

About PACER FDS TR CFRA-STOVALL EQL

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