Wealth Enhancement Advisory Services
BFLY icon

Wealth Enhancement Advisory Services’s Butterfly Network BFLY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BFLY Stock Details BFLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$335K Buy
41,947
+24,786
+144% +$128K ﹤0.01% 3094
2026
Q1 		$70.5K Sell
17,161
-30,157
-64% -$116K ﹤0.01% 3385
2025
Q4 		$192K Buy
47,318
+13,618
+40% +$37.1K ﹤0.01% 3286
2025
Q3 		$84.3K Buy
33,700
+1,698
+5% +$2.88K ﹤0.01% 3360
2025
Q2 		$62.1K Buy
32,002
+450
+1% +$1.03K ﹤0.01% 3203
2025
Q1 		$71.9K Buy
31,552
+528
+2% +$1.89K ﹤0.01% 2817
2024
Q4 		$96.8K Buy
31,024
+4,212
+16% +$11K ﹤0.01% 2809
2024
Q3 		$47.5K Sell
26,812
-113
-0.4% -$141 ﹤0.01% 2623
2024
Q2 		$22.6K Sell
26,925
-112
-0.4% -$105 ﹤0.01% 2484
2024
Q1 		$29.2K Buy
27,037
+11,946
+79% +$12.8K ﹤0.01% 2371
2023
Q4 		$16.3K Sell
15,091
-2,043
-12% -$2.02K ﹤0.01% 2268
2023
Q3 		$20.2K Buy
+17,134
New +$33.2K ﹤0.01% 2194

Other funds holding BFLY

DC
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FIA
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BCA
Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return
WWA
Wisconsin Wealth Advisors Sun Prairie, Wisconsin $117M AUM 31.58% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return
SPAS
Spectrum Planning & Advisory Services San Diego, California $223M AUM 17.29% 1-Year Est. Return
EIPL
Essential Investment Partners LLC Englewood, Colorado $125M AUM
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return