Wealth Enhancement Advisory Services
AGO icon

Wealth Enhancement Advisory Services’s Assured Guaranty AGO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AGO Stock Details AGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.53M Sell
31,161
-3,810
-11% -$325K 0.01% 1260
2025
Q4 		$3.14M Buy
34,971
+836
+2% +$72.1K ﹤0.01% 1257
2025
Q3 		$2.82M Buy
34,135
+22,924
+204% +$1.9M ﹤0.01% 1252
2025
Q2 		$959K Sell
11,211
-1,628
-13% -$139K ﹤0.01% 1776
2025
Q1 		$1.13M Sell
12,839
-2,960
-19% -$265K ﹤0.01% 1540
2024
Q4 		$1.42M Buy
15,799
+6,496
+70% +$569K ﹤0.01% 1354
2024
Q3 		$740K Buy
+9,303
New +$734K ﹤0.01% 1577
2016
Q3 		– Sell
-49,449
Closed -$1.25M – 135
2016
Q2 		$1.25M Buy
49,449
+5,689
+13% +$146K 0.23% 85
2016
Q1 		$1.11M Buy
43,760
+7,170
+20% +$176K 0.22% 93
2015
Q4 		$967K Buy
36,590
+3,718
+11% +$99.7K 0.25% 83
2015
Q3 		$908K Buy
32,872
+5,576
+20% +$140K 0.28% 73
2015
Q2 		$655K Buy
+27,296
New +$760K 0.2% 109

Other funds holding AGO

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
RRAM
River Road Asset Management Louisville, Kentucky $8.82B AUM 7.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
RP
Reinhart Partners Mequon, Wisconsin $4.38B AUM 55.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return