Wealth Enhancement Advisory Services
APPN icon

Wealth Enhancement Advisory Services’s Appian APPN Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio APPN Stock Details APPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$854K Buy
33,690
+11,052
+49% +$246K ﹤0.01% 2194
2026
Q1 		$554K Buy
22,638
+3,693
+19% +$100K ﹤0.01% 2235
2025
Q4 		$630K Buy
18,945
+3,127
+20% +$111K ﹤0.01% 2304
2025
Q3 		$467K Buy
+15,818
New +$475K ﹤0.01% 2420
2024
Q1 		– Sell
-6,754
Closed -$254K – 2487
2023
Q4 		$254K Sell
6,754
-125
-2% -$4.89K ﹤0.01% 1938
2023
Q3 		$314K Buy
+6,879
New +$330K ﹤0.01% 1717

Other funds holding APPN

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
EF
Evanson Financial Mclean, Virginia $2.04B AUM
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
AWM
Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return