Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Par Pacific Holdings PARR Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.54M	Buy	23,472 +741	+3%	+$44.1K	﹤0.01%	1751
2026 Q1	$1.48M	Buy	22,731 +4,460	+24%	+$200K	﹤0.01%	1553
2025 Q4	$652K	Buy	18,271 +1,323	+8%	+$52.6K	﹤0.01%	2279
2025 Q3	$596K	Buy	16,948 +266	+2%	+$8.65K	﹤0.01%	2222
2025 Q2	$525K	Buy	+16,682	New	+$318K	﹤0.01%	2190

Other funds holding PARR

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

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

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

GK Wealth Management Reno, Nevada $190M AUM 66.42% 1-Year Est. Return

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

Rainier Family Wealth Tacoma, Washington $176M AUM 26.86% 1-Year Est. Return

Birchbrook Bangor, Maine $213M AUM 17.67% 1-Year Est. Return

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

Ares Financial Consulting Calabasas, California $139M AUM

Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return