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Wealth Enhancement Advisory Services’s
Ring Energy
REI
Stock Holding History
Wealth Enhancement Advisory Services’s Portfolio
REI Stock Details
REI Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2026
Q2
$43.6K
Buy
+38,608
New
+$53.8K
﹤0.01%
3940
2025
Q3
–
Sell
-33,729
Closed
-$26.7K
–
3683
2025
Q2
$26.7K
Sell
33,729
-48,830
-59%
-$41.3K
﹤0.01%
3279
2025
Q1
$94.9K
Buy
+82,559
New
+$108K
﹤0.01%
2769
2024
Q4
–
Sell
-11,171
Closed
-$17.9K
–
3088
2024
Q3
$17.9K
Buy
+11,171
New
+$20K
﹤0.01%
2677
Other funds holding REI
IAS
Investment Advisory Services
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$347M AUM
23.74%
1-Year Est. Return
BIA
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New Bedford, Massachusetts
$478M AUM
23.65%
1-Year Est. Return
WAP
Wealthcare Advisory Partners
West Chester, Pennsylvania
$5.27B AUM
22.23%
1-Year Est. Return
PFS
Prospera Financial Services
Dallas, Texas
$6.89B AUM
37.41%
1-Year Est. Return
TIM
Thompson Investment Management
Madison, Wisconsin
$872M AUM
35.59%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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