Wealth Enhancement Advisory Services »

Wendy's/arby's Group shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Wendy's/arby's Group (WEN) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Wendy's/arby's Group

Tip: Access up to 7 years of quarterly data

All positions including Wendy's/arby's Group 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 Wendy's/arby's Group by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $496k 26k 18.84
2023-12-31 $593k 30k 19.48
2023-09-30 $418k 21k 20.41

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 Wendy's/arby's Group

Trian Fund Management
Vanguard Group
Massachusetts Financial Services
Jpmorgan Chase & Co
Allspring Global Investments Holdings
Harris Associates L.P
Charles Schwab Investment Management
Dimensional Fund Advisors
Royal Bank of Canada
AQR Capital Management
Henderson Group
Bank of New York Mellon
Millennium Management
Two Sigma Investments
Two Sigma Advisers

View all funds holding Wendy's/arby's Group