Wealth Enhancement Advisory Services
PIPR icon

Wealth Enhancement Advisory Services’s Piper Sandler PIPR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$289K Sell
37,534
-5,974
-14% -$490K ﹤0.01% 2817
2025
Q4 		$4.01M Sell
43,508
-4,268
-9% -$360K 0.01% 1130
2025
Q3 		$4.06M Buy
47,776
+168
+0.4% +$13.7K 0.01% 1051
2025
Q2 		$3.49M Buy
47,608
+640
+1% +$39.9K 0.01% 1071
2025
Q1 		$2.91M Buy
46,968
+4,996
+12% +$358K 0.01% 1053
2024
Q4 		$3.15M Sell
41,972
-7,596
-15% -$591K 0.01% 976
2024
Q3 		$3.52M Sell
49,568
-5,844
-11% -$382K 0.01% 842
2024
Q2 		$3.19M Sell
55,412
-4
-0% -$205 0.01% 827
2024
Q1 		$2.75M Sell
55,416
-64
-0.1% -$2.92K 0.01% 830
2023
Q4 		$2.43M Sell
55,480
-984
-2% -$37.4K 0.01% 847
2023
Q3 		$2.05M Buy
56,464
+1,520
+3% +$54.9K 0.01% 852
2023
Q2 		$1.78M Hold
54,944
– – 0.02% 211
2023
Q1 		$1.9M Buy
+54,944
New +$1.96M 0.02% 231

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Goldman Sachs
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return