Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s MGP Ingredients MGPI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MGPI Stock Details MGPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$254K	Buy	+14,896	New	+$271K	﹤0.01%	3363
2024 Q4	–	Sell	-2,781	Closed	-$232K	–	3055
2024 Q3	$232K	Buy	2,781 +74	+3%	+$6.12K	﹤0.01%	2358
2024 Q2	$201K	Buy	2,707 +161	+6%	+$12.6K	﹤0.01%	2297
2024 Q1	$219K	Buy	2,546 +28	+1%	+$2.43K	﹤0.01%	2130
2023 Q4	$248K	Sell	2,518 -221	-8%	-$21.2K	﹤0.01%	1956
2023 Q3	$289K	Buy	+2,739	New	+$310K	﹤0.01%	1766

Other funds holding MGPI

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Curated Wealth Partners El Segundo, California $774M AUM 5.71% 1-Year Est. Return

Palouse Capital Management Spokane, Washington $160M AUM 36.15% 1-Year Est. Return

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

LRI Investments Palm Beach Gardens, Florida $1.24B AUM 11.13% 1-Year Est. Return

Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return