Mastercard Incorporated $MA Shares Sold by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lowered its position in Mastercard Incorporated (NYSE:MA – Free Report) by 41.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The fund owned 259,438 shares of the credit services provider’s stock after selling 185,737 shares during the period. Wealth […]
Wealth Enhancement Advisory Services LLC Buys 92,905 Shares of Vanguard Dividend Appreciation ETF $VIG
Wealth Enhancement Advisory Services LLC lifted its stake in Vanguard Dividend Appreciation ETF (NYSEARCA:VIG – Free Report) by 6.3% during the 4th quarter, according to its most recent disclosure with the SEC. The institutional investor owned 1,572,682 shares of the company’s stock after buying an additional 92,905 shares during the quarter. Wealth Enhancement Advisory Services […]
Wealth Enhancement Advisory Services LLC Sells 8,407 Shares of Morgan Stanley $MS
Wealth Enhancement Advisory Services LLC decreased its holdings in Morgan Stanley (NYSE:MS – Free Report) by 0.9% in the 4th quarter, Holdings Channel.com reports. The firm owned 971,456 shares of the financial services provider’s stock after selling 8,407 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Morgan Stanley were worth $182,524,000 as […]
ALPS | Smith Core Plus Bond ETF $SMTH Shares Acquired by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC boosted its stake in ALPS | Smith Core Plus Bond ETF (NYSEARCA:SMTH – Free Report) by 12.4% during the fourth quarter, according to its most recent 13F filing with the SEC. The firm owned 55,466,105 shares of the company’s stock after acquiring an additional 6,132,733 shares during the quarter. ALPS […]
Wealth Enhancement Advisory Services LLC Sells 73,576 Shares of Dimensional International Value ETF $DFIV
Wealth Enhancement Advisory Services LLC lowered its holdings in Dimensional International Value ETF (NYSEARCA:DFIV – Free Report) by 3.5% during the 4th quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,019,437 shares of the company’s stock after selling 73,576 shares during the period. […]
Chubb Limited $CB Shares Bought by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Chubb Limited (NYSE:CB – Free Report) by 21.3% in the 4th quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 406,365 shares of the financial services provider’s stock after purchasing an additional 71,395 […]
Wealth Enhancement Advisory Services LLC Buys 177,744 Shares of iShares Ultra Short-Term Bond Active ETF $ICSH
Wealth Enhancement Advisory Services LLC increased its stake in shares of iShares Ultra Short-Term Bond Active ETF (BATS:ICSH – Free Report) by 6.5% in the fourth quarter, according to the company in its most recent filing with the Securities and Exchange Commission (SEC). The institutional investor owned 2,892,552 shares of the company’s stock after purchasing […]
last updated on 22 Mar 12:52