Wealth Enhancement Advisory Services »

Donegal shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Donegal (DGICA) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Donegal

Tip: Access up to 7 years of quarterly data

All positions including Donegal 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 Donegal by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $351k 18k 19.67
2025-06-30 $282k 15k 19.34
2025-03-31 $272k 14k 19.63
2024-12-31 $173k 11k 15.47

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 Donegal

BlackRock
Dimensional Fund Advisors
Vanguard Group
Geode Capital Management
Old Republic International
State Street Corporation
Connor, Clark & Lunn Investment Management
Renaissance Technologies
ProShare Advisors
Morgan Stanley
Philadelphia Trust Company
American Century Companies
Logan Capital Management
Caldwell Sutter Capital
Wells Fargo & Company

View all funds holding Donegal