Wealth Enhancement Advisory Services
DOV icon

Wealth Enhancement Advisory Services’s Dover DOV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DOV Stock Details DOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.67M Sell
34,257
-7,213
-17% -$1.54M 0.01% 757
2025
Q4 		$8.44M Buy
41,470
+5,514
+15% +$1M 0.01% 765
2025
Q3 		$5.92M Buy
35,956
+2,338
+7% +$420K 0.01% 870
2025
Q2 		$6.34M Buy
33,618
+17,979
+115% +$3.13M 0.01% 804
2025
Q1 		$2.75M Buy
15,639
+341
+2% +$65.6K 0.01% 1088
2024
Q4 		$2.87M Buy
15,298
+1,938
+15% +$379K 0.01% 1016
2024
Q3 		$2.56M Buy
13,360
+372
+3% +$67.8K 0.01% 955
2024
Q2 		$2.34M Sell
12,988
-97
-0.7% -$17.4K 0.01% 926
2024
Q1 		$2.32M Buy
13,085
+274
+2% +$44.1K 0.01% 893
2023
Q4 		$1.97M Sell
12,811
-4,122
-24% -$578K 0.01% 905
2023
Q3 		$2.36M Buy
+16,933
New +$2.44M 0.01% 802

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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return