Wealth Enhancement Advisory Services »

Helen Of Troy shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Helen Of Troy (HELE) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Helen Of Troy

Tip: Access up to 7 years of quarterly data

All positions including Helen Of Troy 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 Helen Of Troy by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.1M 27k 115.24
2023-12-31 $3.2M 27k 120.81
2023-09-30 $3.2M 27k 116.56

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 Helen Of Troy

Vanguard Group
Cooke & Bieler
Dimensional Fund Advisors
Allspring Global Investments Holdings
Jpmorgan Chase & Co
Earnest Partners
Barclays
Fisher Investments
Charles Schwab Investment Management
Massachusetts Financial Services
Citadel Advisors
Goldman Sachs Group
Man Group
Bank of New York Mellon
Norges Bank Investment Management

View all funds holding Helen Of Troy