Wealth Enhancement Advisory Services
MMU

Wealth Enhancement Advisory Services’s Western Asset Managed Municipals Fund MMU Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio MMU Stock Details MMU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$456K Sell
44,143
-94
-0.2% -$966 ﹤0.01% 2773
2026
Q1 		$453K Sell
44,237
-1,509
-3% -$15.8K ﹤0.01% 2396
2025
Q4 		$478K Buy
45,746
+814
+2% +$8.45K ﹤0.01% 2516
2025
Q3 		$465K Buy
44,932
+7,380
+20% +$74.1K ﹤0.01% 2424
2025
Q2 		$378K Sell
37,552
-4,071
-10% -$40.3K ﹤0.01% 2440
2025
Q1 		$428K Sell
41,623
-20,280
-33% -$210K ﹤0.01% 2163
2024
Q4 		$631K Buy
61,903
+2,660
+4% +$28K ﹤0.01% 1818
2024
Q3 		$642K Buy
59,243
+17,069
+40% +$182K ﹤0.01% 1650
2024
Q2 		$437K Sell
42,174
-1,561
-4% -$15.8K ﹤0.01% 1730
2024
Q1 		$457K Buy
43,735
+304
+0.7% +$3.1K ﹤0.01% 1636
2023
Q4 		$442K Sell
43,431
-419
-1% -$3.95K ﹤0.01% 1586
2023
Q3 		$392K Buy
+43,850
New +$424K ﹤0.01% 1579

Other funds holding MMU

HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.83B AUM 37.01% 1-Year Est. Return
ICMP
Integrated Capital Management (Pennsylvania) Jessup, Pennsylvania $143M AUM 18.2% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return
APW
Allied Private Wealth Boca Raton, Florida $156M AUM
IBOK
Independence Bank of Kentucky Owensboro, Kentucky $888M AUM 29.17% 1-Year Est. Return