AAS
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Ameritas Advisory Services’s Wheaton Precious Metals WPM Stock Holding History

Ameritas Advisory Services’s Portfolio WPM Stock Details WPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$536K Sell
4,090
-522
-11% -$72.6K 0.02% 552
2025
Q4 		$542K Buy
4,612
+3,812
+477% +$408K 0.02% 535
2025
Q3 		$89.5K Sell
800
-8,288
-91% -$810K 0.01% 879
2025
Q2 		$816K Sell
9,088
-37
-0.4% -$3.12K 0.04% 399
2025
Q1 		$691K Sell
9,125
-218
-2% -$14.5K 0.03% 488
2024
Q4 		$525K Buy
9,343
+897
+11% +$55.6K 0.02% 579
2024
Q3 		$516K Sell
8,446
-552
-6% -$32.8K 0.02% 538
2024
Q2 		$472K Buy
8,998
+1,021
+13% +$54.6K 0.02% 596
2024
Q1 		$381K Buy
7,977
+1,607
+25% +$72.6K 0.02% 629
2023
Q4 		$311K Buy
6,370
+965
+18% +$43.7K 0.02% 545
2023
Q3 		$219K Buy
+5,405
New +$233K 0.01% 721
2023
Q2 		– Sell
-5,184
Closed -$255K – 2523
2023
Q1 		$255K Buy
+5,184
New +$227K 0.01% 687

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