Wealth Enhancement Advisory Services »

Community Bank System shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Community Bank System (CBU) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Community Bank System

Tip: Access up to 7 years of quarterly data

All positions including Community Bank System 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 Community Bank System by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.3M 49k 48.03
2023-12-31 $2.6M 50k 52.11
2023-09-30 $2.2M 53k 42.21

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 Community Bank System

Vanguard Group
Neuberger Berman Group
Dimensional Fund Advisors
Goldman Sachs Group
Bank of New York Mellon
Norges Bank Investment Management
Charles Schwab Investment Management
Federated Investors
Segall Bryant & Hamill
Holocene Advisors
Millennium Management
Hsbc Holdings
Principal Financial Group
Bank of America Corporation
Waldron

View all funds holding Community Bank System