Wealth Enhancement Advisory Services
RMBS icon

Wealth Enhancement Advisory Services’s Rambus RMBS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio RMBS Stock Details RMBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$939K Buy
10,098
+50
+0.5% +$4.99K ﹤0.01% 1850
2025
Q4 		$975K Buy
10,048
+685
+7% +$67.4K ﹤0.01% 1978
2025
Q3 		$907K Buy
9,363
+187
+2% +$14.4K ﹤0.01% 1927
2025
Q2 		$605K Buy
9,176
+2,264
+33% +$121K ﹤0.01% 2087
2025
Q1 		$358K Buy
6,912
+2,522
+57% +$148K ﹤0.01% 2305
2024
Q4 		$232K Buy
+4,390
New +$224K ﹤0.01% 2586
2024
Q3 		– Sell
-3,878
Closed -$228K – 2902
2024
Q2 		$228K Buy
3,878
+27
+0.7% +$1.54K ﹤0.01% 2197
2024
Q1 		$238K Sell
3,851
-234
-6% -$14.8K ﹤0.01% 2078
2023
Q4 		$279K Buy
+4,085
New +$254K ﹤0.01% 1866

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VPM
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return