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
2025
Q2 		$344K Hold
2025
Q1 		$311K Hold
2024
Q4 		$323K Sell
2024
Q3 		$505K Sell
2024
Q2 		$466K Sell
2024
Q1 		$468K Buy
2023
Q4 		$438K Sell
2023
Q3 		$524K Buy