Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s PLDT PHI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$202K	Buy	+10,888	New	+$211K	﹤0.01%	3581
2026 Q1	–	Sell	-31,305	Closed	-$666K	–	3803
2025 Q4	$666K	Buy	31,305 +6,360	+25%	+$131K	﹤0.01%	2257
2025 Q3	$474K	Buy	24,945 +3,328	+15%	+$71.4K	﹤0.01%	2410
2025 Q2	$489K	Buy	+21,617	New	+$488K	﹤0.01%	2246

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True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return

JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Abound Wealth Management Franklin, Tennessee $504M AUM 23.73% 1-Year Est. Return

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