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Meta Financial shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Meta Financial (CASH) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Meta Financial

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Meta Financial by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $9.5M 128k 74.52
2025-06-30 $17M 209k 82.73
2025-03-31 $17M 235k 72.95
2024-12-31 $17M 229k 73.58
2024-06-30 $19M 329k 56.57
2024-03-31 $18M 353k 50.48

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Meta Financial

BlackRock
FMR
Vanguard Group
State Street Corporation
Dimensional Fund Advisors
American Century Companies
Geode Capital Management
Morgan Stanley
Jpmorgan Chase & Co
Neumeier Poma Investment Counsel
Mawer Investment Management
Charles Schwab Investment Management
Northern Trust
Nuveen
Invesco

View all funds holding Meta Financial