Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Heritage Commerce HTBK Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio HTBK Stock Details HTBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$311K Buy
2025
Q1 		$142K Sell
2024
Q4 		$232K Buy
2024
Q3 		$161K Buy
2024
Q2 		$111K Buy
2024
Q1 		$87.5K Buy