Wealth Enhancement Advisory Services
SBR

Wealth Enhancement Advisory Services’s Sabine Royalty Trust SBR Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SBR Stock Details SBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-4,170
Closed -$278K – 3835
2025
Q4 		$278K Buy
4,170
+600
+17% +$43.6K ﹤0.01% 2986
2025
Q3 		$257K Hold
3,570
– – ﹤0.01% 2917
2025
Q2 		$237K Sell
3,570
-396
-10% -$26K ﹤0.01% 2847
2025
Q1 		$268K Buy
3,966
+200
+5% +$13.3K ﹤0.01% 2536
2024
Q4 		$244K Buy
3,766
+100
+3% +$6.28K ﹤0.01% 2550
2024
Q3 		$226K Hold
3,666
– – ﹤0.01% 2373
2024
Q2 		$236K Sell
3,666
-145
-4% -$9.35K ﹤0.01% 2166
2024
Q1 		$241K Buy
3,811
+212
+6% +$13.3K ﹤0.01% 2064
2023
Q4 		$244K Sell
3,599
-288
-7% -$18.2K ﹤0.01% 1976
2023
Q3 		$256K Buy
+3,887
New +$255K ﹤0.01% 1838

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AP
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BPA
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PFS
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Luther King Capital Management (LKCM)
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Morgan Stanley
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HKAM
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ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.23B AUM 20.9% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $93.4B AUM 35.1% 1-Year Est. Return