Wealth Enhancement Advisory Services
FRBA icon

Wealth Enhancement Advisory Services’s First Bank FRBA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio FRBA Stock Details FRBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$308K Buy
17,842
+3,544
+25% +$56.9K ﹤0.01% 3180
2026
Q1 		$231K Buy
14,298
+696
+5% +$11.4K ﹤0.01% 3020
2025
Q4 		$224K Buy
13,602
+487
+4% +$7.79K ﹤0.01% 3179
2025
Q3 		$205K Buy
13,115
+953
+8% +$15.3K ﹤0.01% 3122
2025
Q2 		$199K Sell
12,162
-801
-6% -$11.6K ﹤0.01% 3002
2025
Q1 		$192K Buy
12,963
+310
+2% +$4.55K ﹤0.01% 2640
2024
Q4 		$178K Buy
12,653
+1,110
+10% +$16.3K ﹤0.01% 2715
2024
Q3 		$175K Buy
11,543
+49
+0.4% +$715 ﹤0.01% 2473
2024
Q2 		$146K Buy
11,494
+126
+1% +$1.54K ﹤0.01% 2350
2024
Q1 		$156K Hold
11,368
– – ﹤0.01% 2245
2023
Q4 		$167K Sell
11,368
-8
-0.1% -$99 ﹤0.01% 2115
2023
Q3 		$123K Buy
+11,376
New +$132K ﹤0.01% 2076

Other funds holding FRBA

BAM
Byrne Asset Management Kingston, New Jersey $185M AUM 41.05% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return