Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s BOK Financial BOKF Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BOKF Stock Details BOKF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-4,396
Closed -$458K – 3358
2025
Q1 		$458K Sell
4,396
-852
-16% -$88.7K ﹤0.01% 2118
2024
Q4 		$559K Buy
+5,248
New +$559K ﹤0.01% 1894