Wealth Enhancement Advisory Services, LLC Listed Fds Tr Wahed Dow Jones Transaction History

Wealth Enhancement Advisory Services, LLC

$49 Billion
Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Listed Fds Tr Wahed Dow Jones stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 58,392 shares of UMMA stock, worth $1.4 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares

58,392

Previous 59,189 1.35%

Holding current value

$1.4 Million

Previous $1.4 Million 0.29%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 16, 2025	SELL	$23.6 - $25.75 $18,809 - $20,522	-797 Reduced 1.35%	58,392 $1.4 Million
Q4 2024 Mar 17, 2025	BUY	$23.55 - $25.79 $463,935 - $508,063	19,700 Added 49.89%	59,189 $1.4 Million
Q4 2024 Jan 10, 2025	SELL	$23.55 - $25.79 $94 - $103	-4 Reduced 0.01%	39,489 $933,000
Q3 2024 Oct 23, 2024	BUY	$23.2 - $26.07 $166,738 - $187,365	7,187 Added 22.25%	39,493 $1.01 Million
Q2 2024 Jul 16, 2024	SELL	$22.66 - $25.17 $61,476 - $68,286	-2,713 Reduced 7.75%	32,306 $800,000
Q1 2024 Apr 15, 2024	BUY	$21.9 - $24.32 $4,642 - $5,155	212 Added 0.61%	35,019 $841,000
Q4 2023 Jan 30, 2024	BUY	$19.19 - $22.82 $667,946 - $794,295	34,807 New	34,807 $792,000

Others Institutions Holding UMMA

# of Institutions

Shares Held

499K

Call Options Held

Put Options Held

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About LISTED FDS TR WAHED DOW JONES

Ticker UMMA
Sector ETFs
Industry ETFs

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Wealth Enhancement Advisory Services, LLC Listed Fds Tr Wahed Dow Jones Transaction History