Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s DoubleVerify DV Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio DV Stock Details DV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$958K Sell
62,136
-35,004
-36% -$539K ﹤0.01% 1767
2025
Q1 		$1.3M Buy
97,140
+39,368
+68% +$526K ﹤0.01% 1470
2024
Q4 		$1.11M Buy
57,772
+29,745
+106% +$571K ﹤0.01% 1470
2024
Q3 		$472K Buy
+28,027
New +$472K ﹤0.01% 1848