Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s First Business Financial Services FBIZ Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FBIZ Stock Details FBIZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$719K Buy
2025
Q2 		$716K Sell
2025
Q1 		$624K Buy
2024
Q4 		$564K Buy
2024
Q3 		$552K Sell
2024
Q2 		$477K Buy
2024
Q1 		$481K Hold
2023
Q4 		$514K Buy
2023
Q3 		$385K Buy