Wealth Enhancement Advisory Services
CRBU icon

Wealth Enhancement Advisory Services’s Caribou Biosciences CRBU Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$21.2K Buy
+11,008
New +$21.8K ﹤0.01% 4029
2025
Q3 		– Sell
-22,083
Closed -$30.3K – 3616
2025
Q2 		$30.3K Buy
22,083
+4,132
+23% +$4.06K ﹤0.01% 3268
2025
Q1 		$16.4K Buy
+17,951
New +$23.3K ﹤0.01% 2923

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MAM
Milestone Asset Management Pittsburgh, Pennsylvania $635M AUM 22.1% 1-Year Est. Return
TWM
Thrive Wealth Management Audubon, Pennsylvania $777M AUM 23.6% 1-Year Est. Return
NWS
Nvest Wealth Strategies Powell, Ohio $159M AUM