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Wealth Enhancement Advisory Services’s
Lear
LEA
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
LEA Stock Details
LEA Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q1
$1.69M
Buy
14,220
+2,775
+24%
+$346K
﹤0.01%
1494
2025
Q4
$1.41M
Buy
11,445
+74
+0.7%
+$7.91K
﹤0.01%
1736
2025
Q3
$1.13M
Buy
11,371
+2,229
+24%
+$231K
﹤0.01%
1772
2025
Q2
$947K
Buy
9,142
+1,893
+26%
+$166K
﹤0.01%
1784
2025
Q1
$640K
Buy
7,249
+3,409
+89%
+$323K
﹤0.01%
1871
2024
Q4
$364K
Buy
3,840
+876
+30%
+$87.3K
﹤0.01%
2222
2024
Q3
$324K
Buy
2,964
+2
+0.1%
+$227
﹤0.01%
2124
2024
Q2
$338K
Sell
2,962
-3,866
-57%
-$495K
﹤0.01%
1896
2024
Q1
$989K
Buy
6,828
+124
+2%
+$17K
﹤0.01%
1243
2023
Q4
$947K
Buy
6,704
+229
+4%
+$30.7K
﹤0.01%
1198
2023
Q3
$869K
Buy
+6,475
New
+$937K
﹤0.01%
1160
2022
Q3
–
Sell
-11,700
Closed
-$1.5M
–
357
2022
Q2
$1.5M
Buy
+11,700
New
+$1.54M
0.02%
221
2018
Q4
–
Sell
-8,361
Closed
-$1.14M
–
188
2018
Q3
$1.14M
Buy
+8,361
New
+$1.43M
0.07%
104
2017
Q4
–
Sell
-12,838
Closed
-$2.23M
–
159
2017
Q3
$2.23M
Sell
12,838
-57
-0.4%
-$8.62K
0.18%
65
2017
Q2
$1.9M
Buy
+12,895
New
+$1.83M
0.18%
64
Other funds holding LEA
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$30.8B AUM
11.29%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
VPM
Vanguard Portfolio Management
Malvern, Pennsylvania
$1.91T AUM
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
VCM
Vanguard Capital Management
Malvern, Pennsylvania
$4.04T AUM
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Massachusetts Financial Services
Boston, Massachusetts
$298B AUM
21.96%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
GA
Greenhaven Associates
Purchase, New York
$6.07B AUM
11.2%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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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