Wealth Enhancement Advisory Services LLC Boosts Position in Dimensional U.S. Small Cap ETF $DFAS
Wealth Enhancement Advisory Services LLC boosted its holdings in Dimensional U.S. Small Cap ETF (NYSEARCA:DFAS – Free Report) by 2.5% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 396,997 shares of the company’s stock after purchasing an additional 9,615 shares during the quarter. […]
Wealth Enhancement Advisory Services LLC Grows Stake in Pegasystems Inc. $PEGA
Wealth Enhancement Advisory Services LLC increased its position in shares of Pegasystems Inc. (NASDAQ:PEGA – Free Report) by 160.5% in the 4th quarter, HoldingsChannel.com reports. The firm owned 498,713 shares of the technology company’s stock after acquiring an additional 307,284 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Pegasystems were worth $29,963,000 […]
Wealth Enhancement Advisory Services LLC Raises Holdings in Linde PLC $LIN
Wealth Enhancement Advisory Services LLC boosted its holdings in Linde PLC (NASDAQ:LIN – Free Report) by 6.5% in the fourth quarter, Holdings Channel.com reports. The institutional investor owned 81,554 shares of the basic materials company’s stock after acquiring an additional 5,003 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Linde were worth […]
Wealth Enhancement Advisory Services LLC Boosts Stock Holdings in Vanguard Short-Term Corporate Bond ETF $VCSH
Wealth Enhancement Advisory Services LLC grew its stake in shares of Vanguard Short-Term Corporate Bond ETF (NASDAQ:VCSH – Free Report) by 10.5% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 493,398 shares of the company’s stock after buying an additional 46,760 shares […]
Wealth Enhancement Advisory Services LLC Trims Holdings in Intel Corporation $INTC
Wealth Enhancement Advisory Services LLC reduced its holdings in shares of Intel Corporation (NASDAQ:INTC – Free Report) by 5.0% during the 4th quarter, according to its most recent 13F filing with the SEC. The fund owned 857,225 shares of the chip maker’s stock after selling 44,787 shares during the period. Wealth Enhancement Advisory Services LLC’s […]
Wealth Enhancement Advisory Services LLC Raises Stock Position in Capital One Financial Corporation $COF
Wealth Enhancement Advisory Services LLC raised its position in Capital One Financial Corporation (NYSE:COF – Free Report) by 19.6% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The fund owned 135,865 shares of the financial services provider’s stock after purchasing an additional 22,251 shares during the […]
Wealth Enhancement Advisory Services LLC Reduces Holdings in Union Pacific Corporation $UNP
Wealth Enhancement Advisory Services LLC decreased its stake in shares of Union Pacific Corporation (NYSE:UNP – Free Report) by 3.3% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission. The institutional investor owned 156,467 shares of the railroad operator’s stock after selling 5,257 shares during the period. Wealth […]
Wealth Enhancement Advisory Services LLC Reduces Stock Position in Dimensional US Small Cap Value ETF $DFSV
Wealth Enhancement Advisory Services LLC decreased its position in Dimensional US Small Cap Value ETF (NYSEARCA:DFSV – Free Report) by 2.0% during the fourth quarter, according to its most recent disclosure with the Securities and Exchange Commission. The firm owned 980,120 shares of the company’s stock after selling 20,088 shares during the quarter. Wealth Enhancement […]
Verizon Communications Inc. $VZ Stake Raised by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lifted its holdings in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 7.4% in the 4th quarter, HoldingsChannel.com reports. The institutional investor owned 2,138,718 shares of the cell phone carrier’s stock after acquiring an additional 147,134 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Verizon […]
Wealth Enhancement Advisory Services LLC Has $83.18 Million Stock Position in Astera Labs, Inc. $ALAB
Wealth Enhancement Advisory Services LLC raised its position in shares of Astera Labs, Inc. (NASDAQ:ALAB – Free Report) by 8,370.5% in the fourth quarter, HoldingsChannel.com reports. The firm owned 516,868 shares of the company’s stock after purchasing an additional 510,766 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Astera Labs were worth […]
AbbVie Inc. $ABBV Position Increased by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC boosted its position in shares of AbbVie Inc. (NYSE:ABBV – Free Report) by 11.7% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The fund owned 636,710 shares of the company’s stock after purchasing an additional 66,720 shares during the […]
Wealth Enhancement Advisory Services LLC Grows Position in W.W. Grainger, Inc. $GWW
Wealth Enhancement Advisory Services LLC lifted its position in W.W. Grainger, Inc. (NYSE:GWW – Free Report) by 212.3% during the 4th quarter, Holdings Channel reports. The firm owned 54,215 shares of the industrial products company’s stock after acquiring an additional 36,855 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in W.W. Grainger were […]
Wealth Enhancement Advisory Services LLC Grows Position in Vanguard High Dividend Yield ETF $VYM
Wealth Enhancement Advisory Services LLC boosted its position in shares of Vanguard High Dividend Yield ETF (NYSEARCA:VYM – Free Report) by 0.7% during the 4th quarter, Holdings Channel reports. The institutional investor owned 493,191 shares of the company’s stock after acquiring an additional 3,577 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in […]
Vanguard S&P 500 ETF $VOO Stock Position Lifted by Wealth Enhancement Advisory Services LLC
Wealth Enhancement Advisory Services LLC lifted its position in Vanguard S&P 500 ETF (NYSEARCA:VOO – Free Report) by 0.5% in the 4th quarter, Holdings Channel.com reports. The fund owned 881,778 shares of the company’s stock after acquiring an additional 4,165 shares during the period. Vanguard S&P 500 ETF makes up 0.8% of Wealth Enhancement Advisory […]
Wealth Enhancement Advisory Services LLC Reduces Stock Holdings in SPDR S&P Dividend ETF $SDY
Wealth Enhancement Advisory Services LLC lowered its position in shares of SPDR S&P Dividend ETF (NYSEARCA:SDY – Free Report) by 1.6% during the fourth quarter, according to its most recent Form 13F filing with the SEC. The institutional investor owned 372,401 shares of the company’s stock after selling 6,016 shares during the period. Wealth Enhancement […]
Wealth Enhancement Advisory Services LLC Has $68.96 Million Stock Holdings in Avantis U.S. Equity ETF $AVUS
Wealth Enhancement Advisory Services LLC trimmed its position in Avantis U.S. Equity ETF (NYSEARCA:AVUS – Free Report) by 1.1% in the fourth quarter, HoldingsChannel.com reports. The institutional investor owned 601,966 shares of the company’s stock after selling 6,478 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Avantis U.S. Equity ETF were worth […]
Wealth Enhancement Advisory Services LLC Reduces Stock Position in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF $GSLC
Wealth Enhancement Advisory Services LLC cut its holdings in Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF (NYSEARCA:GSLC – Free Report) by 0.8% during the fourth quarter, according to the company in its most recent 13F filing with the Securities & Exchange Commission. The fund owned 500,324 shares of the company’s stock after selling 4,113 […]
Wealth Enhancement Advisory Services LLC Boosts Position in Southern Company (The) $SO
Wealth Enhancement Advisory Services LLC increased its holdings in shares of Southern Company (The) (NYSE:SO – Free Report) by 2.8% in the fourth quarter, Holdings Channel reports. The firm owned 681,942 shares of the utilities provider’s stock after acquiring an additional 18,831 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Southern were […]
Wealth Enhancement Advisory Services LLC Cuts Stake in Janus Henderson AAA CLO ETF $JAAA
Wealth Enhancement Advisory Services LLC reduced its holdings in Janus Henderson AAA CLO ETF (NYSEARCA:JAAA – Free Report) by 58.8% in the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,105,734 shares of the company’s stock after selling 1,577,252 shares during the quarter. Wealth […]
Wealth Enhancement Advisory Services LLC Raises Stock Position in iShares Russell Mid-Cap ETF $IWR
Wealth Enhancement Advisory Services LLC grew its stake in iShares Russell Mid-Cap ETF (NYSEARCA:IWR – Free Report) by 3.9% in the 4th quarter, according to the company in its most recent filing with the Securities and Exchange Commission. The institutional investor owned 858,615 shares of the company’s stock after buying an additional 31,864 shares during […]
Wealth Enhancement Advisory Services LLC Increases Holdings in Tesla, Inc. $TSLA
Wealth Enhancement Advisory Services LLC grew its position in shares of Tesla, Inc. (NASDAQ:TSLA – Free Report) by 15.3% during the 4th quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The firm owned 451,646 shares of the electric vehicle producer’s stock after buying an additional 59,847 shares during […]
Wealth Enhancement Advisory Services LLC Raises Stock Position in Harbor Long-Term Growers ETF $WINN
Wealth Enhancement Advisory Services LLC boosted its stake in shares of Harbor Long-Term Growers ETF (NYSEARCA:WINN – Free Report) by 1.8% in the fourth quarter, according to its most recent disclosure with the SEC. The firm owned 2,874,696 shares of the company’s stock after acquiring an additional 51,770 shares during the period. Wealth Enhancement Advisory […]
Wealth Enhancement Advisory Services LLC Decreases Stock Holdings in JPMorgan Equity Premium Income ETF $JEPI
Wealth Enhancement Advisory Services LLC lessened its stake in JPMorgan Equity Premium Income ETF (NYSEARCA:JEPI – Free Report) by 9.2% in the 4th quarter, according to the company in its most recent filing with the SEC. The institutional investor owned 1,373,826 shares of the company’s stock after selling 138,540 shares during the quarter. Wealth Enhancement […]
Wealth Enhancement Advisory Services LLC Boosts Stake in Janus Henderson Securitized Income ETF $JSI
Wealth Enhancement Advisory Services LLC lifted its position in Janus Henderson Securitized Income ETF (NYSEARCA:JSI – Free Report) by 6.5% in the 4th quarter, according to its most recent 13F filing with the SEC. The institutional investor owned 1,306,604 shares of the company’s stock after acquiring an additional 80,128 shares during the period. Wealth Enhancement […]
Wealth Enhancement Advisory Services LLC Has $53.58 Million Stock Position in Danaher Corporation $DHR
Wealth Enhancement Advisory Services LLC grew its position in shares of Danaher Corporation (NYSE:DHR – Free Report) by 5.5% during the 4th quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 226,455 shares of the conglomerate’s stock after buying an additional 11,900 shares during the period. Wealth […]
Wealth Enhancement Advisory Services LLC Reduces Position in GE Aerospace $GE
Wealth Enhancement Advisory Services LLC trimmed its holdings in GE Aerospace (NYSE:GE – Free Report) by 1.8% during the fourth quarter, according to its most recent filing with the Securities and Exchange Commission (SEC). The firm owned 614,518 shares of the company’s stock after selling 11,364 shares during the quarter. Wealth Enhancement Advisory Services LLC […]
Wealth Enhancement Advisory Services LLC Trims Stake in Amgen Inc. $AMGN
Wealth Enhancement Advisory Services LLC reduced its holdings in Amgen Inc. (NASDAQ:AMGN – Free Report) by 5.6% during the fourth quarter, according to its most recent 13F filing with the Securities & Exchange Commission. The fund owned 378,221 shares of the medical research company’s stock after selling 22,365 shares during the quarter. Wealth Enhancement Advisory […]
Wealth Enhancement Advisory Services LLC Raises Stock Position in Thornburg International Equity ETF $TXUE
Wealth Enhancement Advisory Services LLC boosted its position in shares of Thornburg International Equity ETF (NASDAQ:TXUE – Free Report) by 1.0% in the fourth quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The fund owned 3,151,182 shares of the company’s stock after acquiring an additional 30,929 shares during […]
Wealth Enhancement Advisory Services LLC Reduces Stake in Cencora, Inc. $COR
Wealth Enhancement Advisory Services LLC lowered its position in Cencora, Inc. (NYSE:COR – Free Report) by 0.8% in the 4th quarter, according to its most recent disclosure with the Securities and Exchange Commission (SEC). The firm owned 277,768 shares of the company’s stock after selling 2,137 shares during the period. Wealth Enhancement Advisory Services LLC […]
Wealth Enhancement Advisory Services LLC Increases Holdings in JPMorgan Hedged Equity Laddered Overlay ETF $HELO
Wealth Enhancement Advisory Services LLC increased its position in JPMorgan Hedged Equity Laddered Overlay ETF (NYSEARCA:HELO – Free Report) by 5.1% during the 4th quarter, according to the company in its most recent disclosure with the Securities & Exchange Commission. The institutional investor owned 2,021,674 shares of the company’s stock after purchasing an additional 99,012 […]
Wealth Enhancement Advisory Services LLC Cuts Stock Holdings in Dimensional U.S. Targeted Value ETF $DFAT
Wealth Enhancement Advisory Services LLC reduced its stake in shares of Dimensional U.S. Targeted Value ETF (NYSEARCA:DFAT – Free Report) by 4.8% during the fourth quarter, according to its most recent Form 13F filing with the Securities and Exchange Commission. The fund owned 2,013,264 shares of the company’s stock after selling 100,520 shares during the […]
Wealth Enhancement Advisory Services LLC Raises Position in JPMorgan U.S. Momentum Factor ETF $JMOM
Wealth Enhancement Advisory Services LLC increased its holdings in JPMorgan U.S. Momentum Factor ETF (NYSEARCA:JMOM – Free Report) by 2.9% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 12,246,694 shares of the company’s stock after purchasing an additional 350,687 […]
Wealth Enhancement Advisory Services LLC Raises Stock Holdings in Merck & Co., Inc. $MRK
Wealth Enhancement Advisory Services LLC increased its holdings in shares of Merck & Co., Inc. (NYSE:MRK – Free Report) by 2.1% in the fourth quarter, Holdings Channel.com reports. The fund owned 1,797,434 shares of the company’s stock after buying an additional 36,686 shares during the quarter. Wealth Enhancement Advisory Services LLC’s holdings in Merck & […]
Wealth Enhancement Advisory Services LLC Grows Position in Schwab International Equity ETF $SCHF
Wealth Enhancement Advisory Services LLC boosted its holdings in shares of Schwab International Equity ETF (NYSEARCA:SCHF – Free Report) by 0.9% during the 4th quarter, Holdings Channel reports. The fund owned 9,291,715 shares of the company’s stock after buying an additional 78,707 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Schwab International […]
Wealth Enhancement Advisory Services LLC Boosts Position in Motorola Solutions, Inc. $MSI
Wealth Enhancement Advisory Services LLC raised its position in Motorola Solutions, Inc. (NYSE:MSI – Free Report) by 4.7% during the fourth quarter, Holdings Channel reports. The fund owned 284,418 shares of the communications equipment provider’s stock after acquiring an additional 12,877 shares during the period. Wealth Enhancement Advisory Services LLC’s holdings in Motorola Solutions were […]
Wealth Enhancement Advisory Services LLC Cuts Stake in Dimensional US Marketwide Value ETF $DFUV
Wealth Enhancement Advisory Services LLC cut its holdings in shares of Dimensional US Marketwide Value ETF (NYSEARCA:DFUV – Free Report) by 3.0% during the fourth quarter, according to the company in its most recent filing with the Securities & Exchange Commission. The institutional investor owned 2,702,280 shares of the company’s stock after selling 82,181 shares […]
last updated on 26 Mar 02:55