Wealth Enhancement Advisory Services, LLC Invesco ETF Tr Invesco Msci Su Transaction History

Wealth Enhancement Advisory Services, LLC

  • $44.5 Billion
  • Q3 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Invesco ETF Tr Invesco Msci Su stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 8,045 shares of ERTH stock, worth $334,108. This represents 0.0% of its overall portfolio holdings.

Number of Shares
8,045
Previous 11,058 27.25%
Holding current value
$334,108
Previous $436,000 16.97%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024
SELL
$39.55 - $45.17 $119,164 - $136,097
-3,013 Reduced 27.25%
8,045 $362,000
Q2 2024

Jul 16, 2024
SELL
$38.9 - $42.73 $4,862 - $5,341
-125 Reduced 1.12%
11,058 $436,000
Q1 2024

Apr 15, 2024
BUY
$40.23 - $46.21 $40 - $46
1 Added 0.01%
11,183 $472,000
Q4 2023

Jan 30, 2024
SELL
$38.92 - $47.44 $490,275 - $597,601
-12,597 Reduced 52.98%
11,182 $528,000
Q3 2023

Nov 13, 2023
BUY
$43.61 - $52.73 $1.04 Million - $1.25 Million
23,779 New
23,779 $1.05 Million
Q2 2022

Jul 18, 2022
SELL
$49.81 - $63.47 $96,581 - $123,068
-1,939 Reduced 4.57%
40,469 $2.24 Million
Q1 2022

Apr 18, 2022
BUY
$56.23 - $67.38 $272,153 - $326,119
4,840 Added 12.88%
42,408 $2.69 Million
Q4 2021

Feb 08, 2022
BUY
$62.05 - $73.54 $1.24 Million - $1.47 Million
19,967 Added 113.44%
37,568 $2.24 Million
Q3 2021

Nov 03, 2021
BUY
$63.2 - $69.06 $1.11 Million - $1.22 Million
17,601 New
17,601 $1.22 Million

Others Institutions Holding ERTH

# of Institutions
94
Shares Held
1.02M
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ETF TR INVESCO MSCI SU

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