A detailed history of Wealth Enhancement Advisory Services, LLC transactions in First Tr Multi Cap Value Alpha stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 3,664 shares of FAB stock, worth $304,002. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,664
Previous 3,553 3.12%
Holding current value
$304,002
Previous $279,000 10.75%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$77.64 - $85.16 $8,618 - $9,452
111 Added 3.12%
3,664 $309,000
Q2 2024

Jul 16, 2024

SELL
$77.31 - $81.97 $13,915 - $14,754
-180 Reduced 4.82%
3,553 $279,000
Q1 2024

Apr 15, 2024

BUY
$74.96 - $82.62 $36,430 - $40,153
486 Added 14.97%
3,733 $308,000
Q4 2023

Jan 30, 2024

BUY
$65.63 - $78.69 $213,100 - $255,506
3,247 New
3,247 $253,000

Others Institutions Holding FAB

About FIRST TR MULTI CAP VALUE ALPHA


  • Ticker FAB
  • Sector ETFs
  • Industry ETFs
More about FAB
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.