Wealth Enhancement Advisory Services
AMLI

Wealth Enhancement Advisory Services’s American Lithium Corp. Common Stock AMLI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio AMLI Stock Details AMLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-11,019
Closed -$6.22K – 3148
2024
Q3 		$6.22K Hold
11,019
– – ﹤0.01% 2739
2024
Q2 		$6.13K Hold
11,019
– – ﹤0.01% 2536
2024
Q1 		$7.49K Hold
11,019
– – ﹤0.01% 2420
2023
Q4 		$12.1K Sell
11,019
-2,614
-19% -$3.08K ﹤0.01% 2277
2023
Q3 		$19.5K Buy
+13,633
New +$22.2K ﹤0.01% 2198

Other funds holding AMLI

SFFS
Stonehage Fleming Financial Services St. Helier, Jersey $2.75B AUM 13.81% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
CPRC
Consolidated Portfolio Review Corp Woodbury, New York $1.2B AUM 13.59% 1-Year Est. Return
WAG
Wheelhouse Advisory Group St. Louis, Missouri $354M AUM 18.57% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
RMP
Richards, Merrill & Peterson Spokane, Washington $315M AUM 30.62% 1-Year Est. Return
KA
Kozak & Associates Highlands Ranch, Colorado $576M AUM 23.37% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

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

Wealth Enhancement Advisory Services sold out of American Lithium Corp. Common Stock (AMLI) in Q4 2024, closing a stake of 11,019 shares — an estimated $6.22K sold.

Wealth Enhancement Advisory Services first reported a position in AMLI in Q3 2023 and held it in 5 quarters. The position peaked at $19.5K in Q3 2023. 12 funds tracked by Wall St. Rank hold AMLI as of Q4 2024.

  • Wealth Enhancement Advisory Services reported no remaining American Lithium Corp. Common Stock position as of Q4 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 11,019 American Lithium Corp. Common Stock shares in Q4 2024, an estimated $6.22K.
  • Wealth Enhancement Advisory Services first reported a position in American Lithium Corp. Common Stock in Q3 2023 and held it in 5 quarters.
  • Wealth Enhancement Advisory Services's American Lithium Corp. Common Stock position peaked at $19.5K in Q3 2023.
  • 12 funds tracked by Wall St. Rank held American Lithium Corp. Common Stock as of Q4 2024.

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