A detailed history of Wealth Enhancement Advisory Services, LLC transactions in White Mountains Insurance Group LTD stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 162 shares of WTM stock, worth $312,753. This represents 0.0% of its overall portfolio holdings.

Number of Shares
162
Previous 157 3.18%
Holding current value
$312,753
Previous $285,000 3.86%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Oct 23, 2024

BUY
$1671.79 - $1844.24 $8,358 - $9,221
5 Added 3.18%
162 $274,000
Q2 2024

Jul 16, 2024

BUY
$1688.8 - $1871.4 $37,153 - $41,170
22 Added 16.3%
157 $285,000
Q1 2024

Apr 15, 2024

SELL
$1475.0 - $1841.88 $19,175 - $23,944
-13 Reduced 8.78%
135 $242,000
Q4 2023

Jan 30, 2024

SELL
$1425.4 - $1551.29 $41,336 - $44,987
-29 Reduced 16.38%
148 $222,000
Q3 2023

Nov 13, 2023

BUY
$1380.13 - $1607.11 $244,283 - $284,458
177 New
177 $264,000
Q1 2019

Apr 30, 2019

SELL
$850.75 - $954.48 $1.3 Million - $1.46 Million
-1,532 Closed
0 $0
Q4 2018

Feb 04, 2019

BUY
$834.13 - $933.13 $1.28 Million - $1.43 Million
1,532 New
1,532 $1.37 Million

Others Institutions Holding WTM

About WHITE MOUNTAINS INSURANCE GROUP LTD


  • Ticker WTM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Property & Casualty
  • Shares Outstandng 2,576,230
  • Market Cap $4.97B
  • Description
  • White Mountains Insurance Group, Ltd., through its subsidiaries, provides insurance and other financial services in the United States. The company operates through five segments: HG Global/BAM, Ark, NSM, Kudu, and Other Operations. The HG Global/BAM segment provides insurance on municipal bonds issued to finance public purposes, such as schools,...
More about WTM
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