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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
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)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
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)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Meta Financial

BlackRock
Vanguard Group
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Nantahala Capital Management
American Century Companies
Goldman Sachs Group
Morgan Stanley
Jpmorgan Chase & Co
Philosophy Capital Management
Alta Fox Capital Management
Wealth Enhancement Advisory Services
Charles Schwab Investment Management
Invesco

View all funds holding Meta Financial