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Wealth Enhancement Advisory Services’s
Five Point Holdings
FPH
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
FPH Stock Details
FPH Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$74.8K
Sell
14,664
-212
-1%
-$1.06K
﹤0.01%
3856
2026
Q1
$72.9K
Buy
14,876
+115
+0.8%
+$617
﹤0.01%
3378
2025
Q4
$84.9K
Buy
14,761
+10
+0.1%
+$59
﹤0.01%
3466
2025
Q3
$88.9K
Buy
14,751
+74
+0.5%
+$430
﹤0.01%
3351
2025
Q2
$84.5K
Buy
+14,677
New
+$78.5K
﹤0.01%
3165
Other funds holding FPH
OKSA
O'Keefe Stevens Advisory
Rochester, New York
$488M AUM
56.91%
1-Year Est. Return
TFA
Toth Financial Advisory
Leesburg, Virginia
$1.02B AUM
28.36%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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