Wealth Enhancement Advisory Services
LOB icon

Wealth Enhancement Advisory Services’s Live Oak Bancshares LOB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LOB Stock Details LOB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$418K Sell
12,520
-4,020
-24% -$148K ﹤0.01% 2474
2025
Q4 		$602K Buy
16,540
+2,251
+16% +$75.4K ﹤0.01% 2347
2025
Q3 		$504K Sell
14,289
-8,153
-36% -$281K ﹤0.01% 2365
2025
Q2 		$724K Sell
22,442
-16,360
-42% -$441K ﹤0.01% 1948
2025
Q1 		$1.03M Buy
38,802
+19,457
+101% +$647K ﹤0.01% 1583
2024
Q4 		$765K Sell
19,345
-466
-2% -$21K ﹤0.01% 1697
2024
Q3 		$938K Sell
19,811
-8,180
-29% -$342K ﹤0.01% 1442
2024
Q2 		$981K Sell
27,991
-7,319
-21% -$259K ﹤0.01% 1289
2024
Q1 		$1.47M Sell
35,310
-5,087
-13% -$203K ﹤0.01% 1084
2023
Q4 		$1.84M Sell
40,397
-72,414
-64% -$2.43M 0.01% 929
2023
Q3 		$3.27M Buy
+112,811
New +$3.63M 0.01% 685

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VCM
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State Street
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GGHC
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SAM
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VPM
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return