Wealth Enhancement Advisory Services
EDVA

Wealth Enhancement Advisory Services’s Endovia Health Sciences, Inc. EDVA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio EDVA Stock Details EDVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-375
Closed -$9.66K – 3137
2024
Q4 		$9.66K Hold
375
– – ﹤0.01% 2929
2024
Q3 		$15.1K Hold
375
– – ﹤0.01% 2690
2024
Q2 		$13.8K Hold
375
– – ﹤0.01% 2507
2024
Q1 		$27.6K Sell
375
-63
-14% -$5.02K ﹤0.01% 2374
2023
Q4 		$38.7K Buy
438
+63
+17% +$6K ﹤0.01% 2227
2023
Q3 		$35.4K Buy
+375
New +$48.6K ﹤0.01% 2174

Other funds holding EDVA

CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.26% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services's EDVA Position: Q1 2025 in Review

Wealth Enhancement Advisory Services sold out of Endovia Health Sciences, Inc. (EDVA) in Q1 2025, closing a stake of 375 shares — an estimated $9.66K sold.

Wealth Enhancement Advisory Services first reported a position in EDVA in Q3 2023 and held it in 6 quarters. The position peaked at $38.7K in Q4 2023. 11 funds tracked by Wall St. Rank hold EDVA as of Q1 2025.

  • Wealth Enhancement Advisory Services reported no remaining Endovia Health Sciences, Inc. position as of Q1 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 375 Endovia Health Sciences, Inc. shares in Q1 2025, an estimated $9.66K.
  • Wealth Enhancement Advisory Services first reported a position in Endovia Health Sciences, Inc. in Q3 2023 and held it in 6 quarters.
  • Wealth Enhancement Advisory Services's Endovia Health Sciences, Inc. position peaked at $38.7K in Q4 2023.
  • 11 funds tracked by Wall St. Rank held Endovia Health Sciences, Inc. as of Q1 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q1 2025, filed 16 Apr 2025.