Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Alector ALEC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio ALEC Stock Details ALEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.7K Buy
30,251
+12,054
+66% +$25.8K ﹤0.01% 3925
2026
Q1 		$43.9K Buy
+18,197
New +$36.5K ﹤0.01% 3442
2025
Q4 		– Sell
-11,970
Closed -$36.7K – 3653
2025
Q3 		$36.7K Buy
+11,970
New +$26.4K ﹤0.01% 3457
2025
Q2 		– Sell
-13,678
Closed -$16.8K – 3382
2025
Q1 		$16.8K Buy
13,678
+2,638
+24% +$4.29K ﹤0.01% 2922
2024
Q4 		$20.9K Buy
+11,040
New +$41.6K ﹤0.01% 2900

Other funds holding ALEC

HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return