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

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

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 56,829 shares of SZNE stock, worth $1.95 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

56,829

Previous 59,359 4.26%

Holding current value

$1.95 Million

Previous $2.18 Million 9.97%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$34.21 - $38.47 $86,551 - $97,329	-2,530 Reduced 4.26%	56,829 $1.96 Million
Q4 2024 Mar 17, 2025	SELL	$36.64 - $39.43 $68,993 - $74,246	-1,883 Reduced 3.07%	59,359 $2.18 Million
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

Shares Held

395K

Call Options Held

Put Options Held

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About PACER FDS TR CFRA-STOVALL EQL

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