Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s InvenTrust Properties IVT Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IVT Stock Details IVT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$784K Buy
2025
Q1 		$501K Buy
2024
Q4 		$482K Sell
2024
Q3 		$639K Sell
2024
Q2 		$709K Buy
2024
Q1 		$408K Sell
2023
Q4 		$491K Sell
2023
Q3 		$664K Buy
2023
Q2 		$324K Buy
2023
Q1 		$316K Buy