Wealth Enhancement Advisory Services
EMD

Wealth Enhancement Advisory Services’s Western Asset Emerging Markets Debt Fund EMD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EMD Stock Details EMD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-10,168
Closed -$104K – 2995
2024
Q3 		$104K Buy
+10,168
New +$99.6K ﹤0.01% 2553

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Wells Fargo
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CM
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Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $8.52B AUM 37.76% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return

Wealth Enhancement Advisory Services's EMD Position: Q4 2024 in Review

Wealth Enhancement Advisory Services sold out of Western Asset Emerging Markets Debt Fund (EMD) in Q4 2024, closing a stake of 10,168 shares — an estimated $104K sold.

Wealth Enhancement Advisory Services first reported a position in EMD in Q3 2024 and held it in 1 quarter. The position peaked at $104K in Q3 2024. 112 funds tracked by Wall St. Rank hold EMD as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining Western Asset Emerging Markets Debt Fund position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,168 Western Asset Emerging Markets Debt Fund shares in Q4 2024, an estimated $104K.
  • Wealth Enhancement Advisory Services first reported a position in Western Asset Emerging Markets Debt Fund in Q3 2024 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Western Asset Emerging Markets Debt Fund position peaked at $104K in Q3 2024.
  • 112 funds tracked by Wall St. Rank held Western Asset Emerging Markets Debt Fund as of Q4 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q4 2024, filed 10 Jan 2025.