Wealth Enhancement Advisory Services
NCNO icon

Wealth Enhancement Advisory Services’s nCino NCNO Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NCNO Stock Details NCNO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$204K Buy
+7,097
New +$204K ﹤0.01% 2962
2025
Q1 		– Sell
-6,768
Closed -$227K – 3043
2024
Q4 		$227K Buy
+6,768
New +$227K ﹤0.01% 2583