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Monroe Cap shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Monroe Cap (MRCC) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Monroe Cap

Tip: Access up to 7 years of quarterly data

All positions including Monroe Cap 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 Monroe Cap by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $83k 12k 7.20
2023-09-30 $78k 10k 7.45

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 Monroe Cap

Advisor Group Holdings
William Blair $ Company
Two Sigma Investments
Two Sigma Advisers
Schechter Investment Advisors
Commonwealth Equity Services
HighTower Advisors
Citadel Advisors
Fiera Capital Corporation
Connor, Clark & Lunn Investment Management
Chiron Capital Management
U.S. Capital Wealth Advisors
Koshinski Asset Management
UBS Group
Forum Financial Management

View all funds holding Monroe Cap