Wealth Enhancement Advisory Services
IVVD icon

Wealth Enhancement Advisory Services’s Invivyd IVVD Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio IVVD Stock Details IVVD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-16,321
Closed -$12K – 3642
2025
Q2 		$12K Buy
+16,321
New +$11.6K ﹤0.01% 3348

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MIG
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DCM
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MCM
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ACM
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6CM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wealth Enhancement Advisory Services's IVVD Position: Q3 2025 in Review

Wealth Enhancement Advisory Services sold out of Invivyd (IVVD) in Q3 2025, closing a stake of 16,321 shares — an estimated $12K sold.

Wealth Enhancement Advisory Services first reported a position in IVVD in Q2 2025 and held it in 1 quarter. The position peaked at $12K in Q2 2025. 77 funds tracked by Wall St. Rank hold IVVD as of Q3 2025.

  • Wealth Enhancement Advisory Services reported no remaining Invivyd position as of Q3 2025 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 16,321 Invivyd shares in Q3 2025, an estimated $12K.
  • Wealth Enhancement Advisory Services first reported a position in Invivyd in Q2 2025 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's Invivyd position peaked at $12K in Q2 2025.
  • 77 funds tracked by Wall St. Rank held Invivyd as of Q3 2025.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2025, filed 29 Oct 2025.