Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s NCR Atleos NATL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05M	Sell	90,101 -129,340	-59%	-$5.74M	0.01%	1152
2026 Q1	$9.59M	Sell	219,441 -165,152	-43%	-$6.83M	0.02%	596
2025 Q4	$14.7M	Buy	384,593 +29,360	+8%	+$1.1M	0.02%	568
2025 Q3	$14.2M	Buy	+355,233	New	+$12.4M	0.02%	535

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Handelsbanken Fonder

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Crossmark Global Holdings Houston, Texas $7.71B AUM 37.66% 1-Year Est. Return

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

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

Community Financial Services Group Newport, Vermont $686M AUM 29.22% 1-Year Est. Return

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

DiNuzzo Private Wealth Beaver, Pennsylvania $1.01B AUM 16.94% 1-Year Est. Return

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