Wealth Enhancement Advisory Services »

Financial Institutions shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Financial Institutions

Tip: Access up to 7 years of quarterly data

All positions including Financial Institutions 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 Financial Institutions by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $237k 12k 19.32
2024-03-31 $208k 11k 18.82
2023-12-31 $239k 11k 21.30
2023-09-30 $181k 11k 16.83

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 Financial Institutions

PL Capital Advisors
BlackRock
BlackRock
Dimensional Fund Advisors
Vanguard Group
Commonwealth Equity Services
Geode Capital Management
Courier Capital Corp
LSV Asset Management
Acadian Asset Management
American Century Companies
Renaissance Technologies
Canandaigua National Bank and Trust Company
State Street Corporation
Morgan Stanley

View all funds holding Financial Institutions