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Ishares Tr shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Ishares Tr (TLTW) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr 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 Ishares Tr by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $6.7M 263k 25.68
2024-03-31 $319k 12k 26.70
2023-12-31 $612k 22k 27.47
2023-09-30 $632k 22k 28.89

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 Ishares Tr

Traphagen Investment Advisors
Mml Investors Services
Envestnet Asset Management
Franklin Resources
Tortoise Investment Management
Fortress Wealth Group
Bank of America Corporation
Emerald Investment Partners
Wealth Enhancement Advisory Services
Cambridge Investment Research Advisors
AlphaStar Capital Management
Cetera Investment Advisers
LPL Financial
Janney Montgomery Scott
NCM Capital Management

View all funds holding Ishares Tr