Wealth Enhancement Advisory Services »

Cadence Bank shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Cadence Bank (CADE) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Cadence Bank

Tip: Access up to 7 years of quarterly data

All positions including Cadence Bank held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Cadence Bank by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.3M 71k 31.85
2024-06-30 $2.0M 71k 28.28
2024-03-31 $1.9M 64k 29.00
2023-12-31 $1.9M 65k 29.59
2023-09-30 $1.5M 72k 21.22

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Alps Etf Tr Smith Core Plus (SMTH)
Amazon (AMZN)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
American Centy Etf Tr Us Large Cap Vlu (AVLV)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Cadence Bank

Vanguard Group
BlackRock
FMR
Wellington Management Company
Dimensional Fund Advisors
State Street Corporation
T. Rowe Price Investment Management
Silvercrest Asset Management Group
Geode Capital Management
Hanna Zanoni
Northern Trust
First Trust Advisors
Goldman Sachs Group
Macquarie Group
Charles Schwab Investment Management

View all funds holding Cadence Bank