Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Financial Institutions FISI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FISI Stock Details FISI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$292K Sell
2025
Q1 		$298K Sell
2024
Q4 		$400K Sell
2024
Q3 		$375K Buy
2024
Q2 		$237K Buy
2024
Q1 		$208K Sell
2023
Q4 		$239K Buy
2023
Q3 		$181K Buy