Wealth Enhancement Advisory Services, LLC Ishares Transaction History

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 49,430 shares of ICLN stock, worth $556,087. This represents 0.0% of its overall portfolio holdings.

Number of Shares
49,430
Previous 32,371 52.7%
Holding current value
$556,087
Previous $475,000 18.32%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
$11.35 - $14.51 $193,619 - $247,526
17,059 Added 52.7%
49,430 $562,000
Q3 2024

Oct 23, 2024
SELL
$13.26 - $14.77 $88,802 - $98,914
-6,697 Reduced 17.14%
32,371 $475,000
Q2 2024

Jul 16, 2024
SELL
$13.02 - $15.08 $18,358 - $21,262
-1,410 Reduced 3.48%
39,068 $520,000
Q1 2024

Apr 15, 2024
BUY
$13.42 - $15.39 $22,371 - $25,655
1,667 Added 4.3%
40,478 $565,000
Q4 2023

Jan 30, 2024
SELL
$12.86 - $15.73 $117,964 - $144,291
-9,173 Reduced 19.12%
38,811 $604,000
Q3 2023

Nov 13, 2023
BUY
$14.59 - $19.04 $700,086 - $913,615
47,984 New
47,984 $701,000

Others Institutions Holding ICLN

# of Institutions
519
Shares Held
43.1M
Call Options Held
4.51M
Put Options Held
5.26M
View Full List

About ISHARES

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