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Insperity shares owned by Wealth Enhancement Advisory Services

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

Historical chart of Wealth Enhancement Advisory Services investment in Insperity

Tip: Access up to 7 years of quarterly data

All positions including Insperity 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 Insperity by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $361k 3.3k 109.62
2023-12-31 $451k 3.8k 117.21
2023-09-30 $364k 3.7k 97.60

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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 Insperity

Mawer Investment Management
Vanguard Group
Earnest Partners
Bank of America Corporation
Reinhart Mahoney Capital Management
Dimensional Fund Advisors
Copeland Capital Management
Bank of New York Mellon
Massachusetts Financial Services
Jacobs Levy Equity Management
AQR Capital Management
T. Rowe Price Associates
Charles Schwab Investment Management
Norges Bank Investment Management
Diamond Hill Capital Management

View all funds holding Insperity