AAS
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Avantax Advisory Services’s WEX WEX Stock Holding History

Avantax Advisory Services’s Portfolio WEX Stock Details WEX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-1,491
Closed -$313K – 2272
2024
Q3 		$313K Buy
1,491
+14
+0.9% +$2.94K ﹤0.01% 1718
2024
Q2 		$262K Buy
+1,477
New +$262K ﹤0.01% 1789