Wealth Enhancement Advisory Services
LLAP

Wealth Enhancement Advisory Services’s Terran Orbital Corporation LLAP Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LLAP Stock Details LLAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-22,019
Closed -$18.1K – 2927
2024
Q2 		$18.1K Buy
22,019
+6,862
+45% +$7.36K ﹤0.01% 2495
2024
Q1 		$19.9K Sell
15,157
-2,987
-16% -$3.02K ﹤0.01% 2384
2023
Q4 		$20.7K Sell
18,144
-870
-5% -$727 ﹤0.01% 2253
2023
Q3 		$15.8K Buy
+19,014
New +$25.2K ﹤0.01% 2204

Other funds holding LLAP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BPCM
Beach Point Capital Management Santa Monica, California $258M AUM 20.26% 1-Year Est. Return
BBW
Blue Barn Wealth Orem, Utah $68.7M AUM 16.42% 1-Year Est. Return
FPM
Francisco Partners Management San Francisco, California $292M AUM 34.13% 1-Year Est. Return
SSW
Stone Summit Wealth Miami, Florida $394M AUM 22.1% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's LLAP Position: Q3 2024 in Review

Wealth Enhancement Advisory Services sold out of Terran Orbital Corporation (LLAP) in Q3 2024, closing a stake of 22,019 shares — an estimated $18.1K sold.

Wealth Enhancement Advisory Services first reported a position in LLAP in Q3 2023 and held it in 4 quarters. The position peaked at $20.7K in Q4 2023. 97 funds tracked by Wall St. Rank hold LLAP as of Q3 2024.

  • Wealth Enhancement Advisory Services reported no remaining Terran Orbital Corporation position as of Q3 2024 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 22,019 Terran Orbital Corporation shares in Q3 2024, an estimated $18.1K.
  • Wealth Enhancement Advisory Services first reported a position in Terran Orbital Corporation in Q3 2023 and held it in 4 quarters.
  • Wealth Enhancement Advisory Services's Terran Orbital Corporation position peaked at $20.7K in Q4 2023.
  • 97 funds tracked by Wall St. Rank held Terran Orbital Corporation as of Q3 2024.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2024, filed 24 Oct 2024.