Wealth Enhancement Advisory Services
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Wealth Enhancement Advisory Services’s Bank of N.T. Butterfield & Son NTB Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio NTB Stock Details NTB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.42M Buy
23,561
+1,547
+7% +$87.5K ﹤0.01% 1823
2026
Q1 		$1.18M Buy
22,014
+3,941
+22% +$202K ﹤0.01% 1693
2025
Q4 		$903K Buy
18,073
+2,787
+18% +$128K ﹤0.01% 2026
2025
Q3 		$643K Buy
15,286
+3,718
+32% +$168K ﹤0.01% 2163
2025
Q2 		$536K Buy
11,568
+1,903
+20% +$77.9K ﹤0.01% 2175
2025
Q1 		$376K Buy
9,665
+918
+10% +$34.7K ﹤0.01% 2259
2024
Q4 		$320K Sell
8,747
-206
-2% -$7.71K ﹤0.01% 2332
2024
Q3 		$330K Buy
+8,953
New +$331K ﹤0.01% 2107

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RWA
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YIH
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WCM
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GI
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VCM
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OW
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LI
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