Wealth Enhancement Advisory Services, LLC Invesco Indx Tr Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco Indx Tr stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 35,137 shares of BSJR stock, worth $781,446. This represents 0.0% of its overall portfolio holdings.

Number of Shares
35,137
Previous 30,209 16.31%
Holding current value
$781,446
Previous $676,000 16.42%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$22.4 - $22.69 $110,387 - $111,816
4,928 Added 16.31%
35,137 $787,000
Q4 2024

Mar 17, 2025
BUY
$22.37 - $22.7 $176,208 - $178,807
7,877 Added 35.27%
30,209 $676,000
Q3 2024

Oct 23, 2024
BUY
$22.08 - $22.75 $493,090 - $508,053
22,332 New
22,332 $506,000

Others Institutions Holding BSJR

# of Institutions
122
Shares Held
10.9M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO INDX TR

BSJR Quotes by TradingView
  • Ticker BSJR
  • Sector ETFs
  • Industry ETFs
More about BSJR
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.

Choose your preferred platform and Sign Up 👇 Telegram Email