A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Ishares Esg Advanced Msci Usa stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,318 shares of USXF stock, worth $569,182. This represents 0.0% of its overall portfolio holdings.

Number of Shares
11,318
Previous 13,711 17.45%
Holding current value
$569,182
Previous $638,000 13.01%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

SELL
$43.59 - $49.35 $104,310 - $118,094
-2,393 Reduced 17.45%
11,318 $555,000
Q2 2024

Jul 16, 2024

BUY
$41.56 - $47.79 $56,106 - $64,516
1,350 Added 10.92%
13,711 $638,000
Q1 2024

Apr 15, 2024

BUY
$38.81 - $45.23 $4,657 - $5,427
120 Added 0.98%
12,361 $558,000
Q4 2023

Jan 30, 2024

SELL
$33.24 - $39.9 $3,955 - $4,748
-119 Reduced 0.96%
12,241 $487,000
Q3 2023

Nov 13, 2023

BUY
$34.33 - $37.33 $424,318 - $461,398
12,360 New
12,360 $428,000
Q1 2023

Apr 25, 2023

BUY
$30.39 - $33.7 $185,530 - $205,738
6,105 New
6,105 $201,000

Others Institutions Holding USXF

About ISHARES ESG ADVANCED MSCI USA


  • Ticker USXF
  • Sector Technology
More about USXF
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.