Wealth Enhancement Advisory Services, LLC Pimco Rafi Dynamic Multi Facto Transaction History

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Pimco Rafi Dynamic Multi Facto stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 27,822 shares of MFEM stock, worth $642,409. This represents 0.0% of its overall portfolio holdings.

Number of Shares
27,822
Previous 31,300 11.11%
Holding current value
$642,409
Previous $662,000 5.44%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$20.98 - $22.74 $72,968 - $79,089
-3,478 Reduced 11.11%
27,822 $626,000
Q2 2025

Jul 10, 2025
SELL
$16.89 - $21.2 $13,512 - $16,960
-800 Reduced 2.49%
31,300 $662,000
Q1 2025

Apr 16, 2025
SELL
$18.41 - $19.64 $64,435 - $68,740
-3,500 Reduced 9.83%
32,100 $613,000
Q3 2024

Oct 23, 2024
SELL
$19.0 - $21.5 $22,800 - $25,800
-1,200 Reduced 3.26%
35,600 $755,000
Q2 2024

Jul 16, 2024
SELL
$18.86 - $20.84 $177,284 - $195,896
-9,400 Reduced 20.35%
36,800 $752,000
Q1 2024

Apr 15, 2024
SELL
$18.07 - $19.72 $207,841 - $226,819
-11,502 Reduced 19.93%
46,200 $903,000
Q4 2023

Jan 30, 2024
SELL
$17.0 - $19.18 $54,910 - $61,951
-3,230 Reduced 5.3%
57,702 $1.11 Million
Q3 2023

Nov 13, 2023
BUY
$18.05 - $19.56 $1.1 Million - $1.19 Million
60,932 New
60,932 $1.1 Million

Others Institutions Holding MFEM

# of Institutions
39
Shares Held
4.87M
Call Options Held
0
Put Options Held
0
View Full List

About PIMCO RAFI DYNAMIC MULTI-FACTO

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