Wealth Enhancement Advisory Services, LLC Incresed Positions in Q4 2024

Wealth Enhancement Advisory Services, LLC

  • $46.2 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BSCQ
Invesco Et Self Idxd Fd Tr Bul

ETFs
15.6K
+ 7.49%
$19.38 - $19.58 $303K - $306K
224K $4.36M
PKG
Packaging Corp Of America

Consumer Cyclical
63
+ 0.24%
$211.98 - $248.85 $13.4K - $15.7K
26.6K $5.98M
BR
Broadridge Financial Solutions, Inc.

Technology
233
+ 1.2%
$209.64 - $236.44 $48.8K - $55.1K
19.6K $4.44M
BSMO
Invesco Bulletshares 2024 Muni

ETFs
10.5K
+ 12.77%
$24.78 - $24.9 $260K - $261K
92.7K $2.31M
FPX
First Trust Us Equity Opportun

ETFs
1
+ 0.0%
$109.38 - $131.9 $109 - $132
28.4K $3.39M
PNR
Pentair PLC

Industrials
168
+ 0.2%
$95.0 - $109.21 $16K - $18.3K
85.4K $8.59M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
15K
+ 55.44%
$19.47 - $20.95 $292K - $314K
42.1K $820K
BLOK
Amplify ETF Tr Trnsformational

ETFs
680
+ 1.7%
$36.5 - $53.22 $24.8K - $36.2K
40.7K $1.76M
TM
Toyota Motor Corp

Consumer Cyclical
913
+ 19.15%
$169.2 - $199.52 $154K - $182K
5.68K $1.11M
GWW
W.W. Grainger, Inc.

Industrials
40
+ 0.29%
$1023.06 - $1220.93 $40.9K - $48.8K
13.9K $14.6M
DRI
Darden Restaurants Inc

Consumer Cyclical
97
+ 0.96%
$155.96 - $188.66 $15.1K - $18.3K
10.2K $1.91M
BOTZ
Global X Fds

ETFs
7.86K
+ 29.19%
$31.11 - $34.18 $245K - $269K
34.8K $1.11M
IVOG
Vanguard S&P Mid Cap 400 Growt

ETFs
2.1K
+ 94.34%
$112.69 - $123.97 $237K - $260K
4.33K $487K
RHI
Robert Half International Inc.

Industrials
392
+ 0.6%
$65.55 - $76.8 $25.7K - $30.1K
66K $4.65M
DXCM
Dexcom Inc

Healthcare
61
+ 0.3%
$65.68 - $81.01 $4.01K - $4.94K
20.6K $1.6M
AI
C3.Ai, Inc.

Technology
3.16K
+ 28.13%
$22.6 - $42.94 $71.4K - $136K
14.4K $495K
PSTG
Pure Storage, Inc.

Technology
1.4K
+ 11.52%
$48.19 - $66.6 $67.2K - $92.9K
13.5K $829K
MLPA
Global X Mlp ETF

ETFs
1
+ 0.0%
$47.44 - $52.61 $47.4 - $52.6
154K $7.6M
TYG
Tortoise Energy Infrastructure Corp

Financial Services
128
+ 0.17%
$39.86 - $46.0 $5.1K - $5.89K
76.7K $3.22M
BKR
Baker Hughes CO

Energy
475
+ 1.19%
$35.98 - $44.88 $17.1K - $21.3K
40.5K $1.66M
WAB
Westinghouse Air Brake Technologies Corp

Industrials
129
+ 0.53%
$180.39 - $205.43 $23.3K - $26.5K
24.4K $4.62M
ARLP
Alliance Resource Partners LP

Energy
7.61K
+ 85.56%
$24.84 - $28.58 $189K - $217K
16.5K $433K
GUT
Gabelli Utility Trust

Financial Services
43.6K
+ 95.02%
$4.99 - $5.44 $217K - $237K
89.4K $449K
PINC
Premier, Inc.

Healthcare
8.56K
+ 34.15%
$19.08 - $23.34 $163K - $200K
33.6K $712K
MCO
Moodys Corp

Financial Services
467
+ 4.67%
$454.04 - $500.88 $212K - $234K
10.5K $4.95M
VCR
Vanguard Consumer Discretionar

ETFs
215
+ 5.79%
$328.51 - $401.37 $70.6K - $86.3K
3.93K $1.47M
DTM
Dt Midstream, Inc.

Energy
50
+ 0.54%
$78.85 - $108.56 $3.94K - $5.43K
9.37K $931K
RIVN
Rivian Automotive, Inc.

Consumer Cyclical
73
+ 0.08%
$9.71 - $15.34 $709 - $1.12K
94.1K $1.25M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.56K
+ 0.37%
$63.58 - $71.15 $99.1K - $111K
425K $27.6M
ALSN
Allison Transmission Holdings Inc

Consumer Cyclical
100
+ 0.65%
$97.09 - $120.01 $9.71K - $12K
15.4K $1.66M
WHG
Westwood Holdings Group Inc

Financial Services
13K
+ 87.48%
$13.92 - $16.7 $181K - $217K
27.9K $404K
PH
Parker Hannifin Corp

Industrials
113
+ 0.41%
$621.74 - $709.46 $70.3K - $80.2K
27.9K $17.7M
BCS
Barclays PLC

Financial Services
511
+ 0.32%
$11.65 - $13.67 $5.95K - $6.99K
161K $2.13M
GPN
Global Payments Inc

Industrials
56
+ 0.3%
$97.57 - $119.38 $5.46K - $6.69K
19K $2.12M
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
7.87K
+ 5.45%
$45.38 - $46.88 $357K - $369K
152K $6.95M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
3.4K
+ 1.64%
$59.74 - $60.03 $203K - $204K
210K $12.6M
BSM
Black Stone Minerals, L.P.

Energy
13.2K
+ 64.3%
$13.86 - $15.57 $183K - $206K
33.7K $492K
DSI
Ishares Msci Kld 400 Social Et

ETFs
1.42K
+ 8.43%
$107.41 - $115.71 $152K - $164K
18.2K $2.01M
KAI
Kadant Inc

Industrials
500
+ 63.05%
$316.45 - $422.93 $158K - $211K
1.29K $446K
PEGA
Pegasystems Inc

Technology
141
+ 1.71%
$69.42 - $97.28 $9.79K - $13.7K
8.4K $782K
BITO
Proshares Tr Bitcoin Strategy

ETFs
4.2K
+ 17.98%
$16.99 - $27.42 $71.4K - $115K
27.6K $627K
RFG
Invesco Exchange Traded Fd Tr

ETFs
3.83K
+ 35.83%
$47.9 - $53.39 $183K - $204K
14.5K $702K
CBRE
Cbre Group, Inc.

Real Estate
466
+ 2.73%
$119.22 - $140.71 $55.6K - $65.6K
17.5K $2.3M
CFLT
Confluent, Inc.

Technology
175
+ 0.78%
$18.9 - $33.66 $3.31K - $5.89K
22.7K $635K
EPP
Ishares Inc

ETFs
4.68K
+ 79.24%
$43.59 - $49.13 $204K - $230K
10.6K $463K
TNL
Travel & Leisure Co.

Consumer Cyclical
34
+ 0.09%
$45.26 - $56.28 $1.54K - $1.91K
39.3K $1.98M
AXS
Axis Capital Holdings LTD

Financial Services
198
+ 1.15%
$78.26 - $94.05 $15.5K - $18.6K
17.5K $1.55M
PPL
Ppl Corp

Utilities
6.45K
+ 10.62%
$31.47 - $35.0 $203K - $226K
67.2K $2.18M
SLM
Slm Corp

Financial Services
552
+ 1.66%
$21.37 - $28.14 $11.8K - $15.5K
33.8K $932K
Activity Summary
Buys All Purchases 1250 New Holdings 21 Increased Positions 1229 Sells All Sells 289 Reductions 289 Sold out 0 Options Calls 9 Puts 8
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