Wealth Enhancement Advisory Services
DNB

Wealth Enhancement Advisory Services’s Dun & Bradstreet DNB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-17,869
Closed -$163K – 3620
2025
Q2 		$163K Buy
+17,869
New +$160K ﹤0.01% 3040
2023
Q4 		– Sell
-11,982
Closed -$120K – 2366
2023
Q3 		$120K Buy
+11,982
New +$132K ﹤0.01% 2079

Other funds holding DNB

Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Wealth Enhancement Advisory Services's DNB Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Dun & Bradstreet (DNB) in Q3 2025, closing a stake of 17,869 shares — an estimated $163K sold.

Wealth Enhancement Advisory Services first reported a position in DNB in Q3 2023 and held it in 2 quarters. The position peaked at $163K in Q2 2025. 2 funds tracked by Wall St. Rank hold DNB as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Dun & Bradstreet position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 17,869 Dun & Bradstreet shares in Q3 2025, an estimated $163K.
  • Wealth Enhancement Advisory Services first reported a position in Dun & Bradstreet in Q3 2023 and held it in 2 quarters.
  • Wealth Enhancement Advisory Services's Dun & Bradstreet position peaked at $163K in Q2 2025.
  • 2 funds tracked by Wall St. Rank held Dun & Bradstreet as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.