Wealth Enhancement Advisory Services
LPLA icon

Wealth Enhancement Advisory Services’s LPL Financial LPLA Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio LPLA Stock Details LPLA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.22M Sell
7,547
-431
-5% -$145K ﹤0.01% 1339
2025
Q4 		$3M Sell
7,978
-377
-5% -$133K ﹤0.01% 1292
2025
Q3 		$2.65M Sell
8,355
-654
-7% -$237K ﹤0.01% 1287
2025
Q2 		$3.46M Buy
9,009
+992
+12% +$348K 0.01% 1075
2025
Q1 		$2.62M Buy
8,017
+552
+7% +$192K 0.01% 1108
2024
Q4 		$2.44M Sell
7,465
-266
-3% -$78.7K ﹤0.01% 1074
2024
Q3 		$1.8M Sell
7,731
-977
-11% -$220K ﹤0.01% 1107
2024
Q2 		$2.43M Buy
8,708
+33
+0.4% +$8.96K 0.01% 911
2024
Q1 		$2.29M Buy
8,675
+313
+4% +$79K 0.01% 898
2023
Q4 		$1.9M Buy
8,362
+74
+0.9% +$16.6K 0.01% 919
2023
Q3 		$1.97M Buy
+8,288
New +$1.92M 0.01% 868

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