Wealth Enhancement Advisory Services
OPY icon

Wealth Enhancement Advisory Services’s Oppenheimer Holdings OPY Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$14.5K Buy
11,572
+141
+1% +$14.4K ﹤0.01% 4071
2026
Q1 		$7.37K Buy
11,431
+11,350
+14,012% +$950K ﹤0.01% 3564
2025
Q4 		$6.22K Hold
81
– – ﹤0.01% 3641
2025
Q3 		$5.71K Buy
+81
New +$5.87K ﹤0.01% 3573

Other funds holding OPY

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
NAM
NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return
AFC
Ares Financial Consulting Calabasas, California $139M AUM
AAG
Armstrong Advisory Group Needham, Massachusetts $1.64B AUM 19.37% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return