Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s SentinelOne S Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$5.06M	Buy	319,777 +69,627	+28%	+$1.07M	0.01%	998
2026 Q1	$3.01M	Buy	250,150 +171,212	+217%	+$2.38M	0.01%	1177
2025 Q4	$1.2M	Buy	78,938 +57,010	+260%	+$934K	﹤0.01%	1820
2025 Q3	$378K	Sell	21,928 -10,241	-32%	-$184K	﹤0.01%	2589
2025 Q2	$594K	Buy	32,169 +8,552	+36%	+$156K	﹤0.01%	2100
2025 Q1	$429K	Buy	23,617 +8,025	+51%	+$174K	﹤0.01%	2161
2024 Q4	$346K	Sell	15,592 -3,519	-18%	-$89.8K	﹤0.01%	2260
2024 Q3	$457K	Buy	+19,111	New	+$432K	﹤0.01%	1882

Other funds holding S

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management

Assenagon Asset Management Senningerberg, Luxembourg $77B AUM 50.57% 1-Year Est. Return

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

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 38.93% 1-Year Est. Return

Ardsley Advisory Partners Stamford, Connecticut $921M AUM 207.76% 1-Year Est. Return

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Arkfeld Wealth Strategies Omaha, Nebraska $334M AUM 26.97% 1-Year Est. Return

NorthCrest Asset Manangement Plymouth, Minnesota $3.89B AUM 40.33% 1-Year Est. Return

Harbour Capital Advisors Tysons Corner, Virginia $549M AUM 54.99% 1-Year Est. Return

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