Wealth Enhancement Advisory Services
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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
2025
Q2 		$724K Sell
2025
Q1 		$1.03M Buy
2024
Q4 		$765K Sell
2024
Q3 		$938K Sell
2024
Q2 		$981K Sell
2024
Q1 		$1.47M Sell
2023
Q4 		$1.84M Sell
2023
Q3 		$3.27M Buy