Wealth Enhancement Advisory Services
BY icon

Wealth Enhancement Advisory Services’s Byline Bancorp BY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio BY Stock Details BY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$740K Buy
19,860
+4,179
+27% +$141K ﹤0.01% 2326
2026
Q1 		$500K Sell
15,681
-420
-3% -$13.2K ﹤0.01% 2319
2025
Q4 		$477K Sell
16,101
-284
-2% -$7.98K ﹤0.01% 2519
2025
Q3 		$455K Buy
+16,385
New +$457K ﹤0.01% 2437

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WCM
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FAB
First American Bank Dundee, Illinois $1.79B AUM 30.35% 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
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return