Wealth Enhancement Advisory Services
LGI

Wealth Enhancement Advisory Services’s Lazard Global Total Return & Income Fund LGI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LGI Stock Details LGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$283K Sell
17,123
-10,240
-37% -$186K ﹤0.01% 2833
2025
Q4 		$487K Buy
27,363
+6,154
+29% +$107K ﹤0.01% 2501
2025
Q3 		$373K Buy
21,209
+1,000
+5% +$17.2K ﹤0.01% 2603
2025
Q2 		$344K Hold
20,209
– – ﹤0.01% 2532
2025
Q1 		$311K Hold
20,209
– – ﹤0.01% 2421
2024
Q4 		$323K Sell
20,209
-7,650
-27% -$129K ﹤0.01% 2326
2024
Q3 		$505K Sell
27,859
-100
-0.4% -$1.69K ﹤0.01% 1828
2024
Q2 		$466K Sell
27,959
-671
-2% -$10.8K ﹤0.01% 1691
2024
Q1 		$468K Buy
28,630
+71
+0.2% +$1.11K ﹤0.01% 1625
2023
Q4 		$438K Sell
28,559
-9,291
-25% -$131K ﹤0.01% 1592
2023
Q3 		$524K Buy
+37,850
New +$564K ﹤0.01% 1403

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