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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
2024-03-31 $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)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Msci Intl Moment (IMTM)
NVIDIA Corporation (NVDA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF)
Alps Etf Tr Smith Core Plus (SMTH)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
Amazon (AMZN)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Meta Financial

Vanguard Group
Goldman Sachs Group
Dimensional Fund Advisors
Nantahala Capital Management
Jpmorgan Chase & Co
Wealth Enhancement Advisory Services
Ubs Global Asset Management Americas
Charles Schwab Investment Management
Bank of New York Mellon
Grizzlyrock Capital
Phocas Financial
Jupiter Asset Management
Orchard Capital Managment
PanAgora Asset Management
Principal Financial Group

View all funds holding Meta Financial