Wealth Enhancement Advisory Services
CLAR icon

Wealth Enhancement Advisory Services’s Clarus CLAR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CLAR Stock Details CLAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$130K Buy
38,813
+6,091
+19% +$17.5K ﹤0.01% 3736
2026
Q1 		$88K Buy
+32,722
New +$107K ﹤0.01% 3341
2025
Q4 		– Sell
-64,414
Closed -$211K – 3687
2025
Q3 		$211K Sell
64,414
-769
-1% -$2.78K ﹤0.01% 3091
2025
Q2 		$238K Sell
65,183
-12
-0% -$41 ﹤0.01% 2844
2025
Q1 		$244K Sell
65,195
-1,076
-2% -$4.83K ﹤0.01% 2591
2024
Q4 		$299K Sell
66,271
-67,324
-50% -$302K ﹤0.01% 2382
2024
Q3 		$601K Buy
133,595
+925
+0.7% +$4.66K ﹤0.01% 1696
2024
Q2 		$893K Buy
132,670
+12
+0% +$79 ﹤0.01% 1334
2024
Q1 		$895K Buy
132,658
+86
+0.1% +$530 ﹤0.01% 1286
2023
Q4 		$914K Buy
132,572
+30
+0% +$176 ﹤0.01% 1208
2023
Q3 		$1M Buy
+132,542
New +$1.06M ﹤0.01% 1095

Other funds holding CLAR

MAM
Marquette Asset Management Minneapolis, Minnesota $776M AUM 23.4% 1-Year Est. Return
CWP
Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return