Wealth Enhancement Advisory Services
SSNC icon

Wealth Enhancement Advisory Services’s SS&C Technologies SSNC Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio SSNC Stock Details SSNC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.32M Sell
39,283
-1,379
-3% -$106K 0.01% 1309
2025
Q4 		$3.61M Buy
40,662
+3,166
+8% +$270K ﹤0.01% 1186
2025
Q3 		$3.29M Buy
37,496
+2,601
+7% +$225K 0.01% 1168
2025
Q2 		$2.91M Sell
34,895
-2,038
-6% -$160K ﹤0.01% 1169
2025
Q1 		$3.09M Buy
36,933
+11,863
+47% +$982K 0.01% 1031
2024
Q4 		$1.9M Buy
25,070
+12,717
+103% +$951K ﹤0.01% 1212
2024
Q3 		$917K Buy
12,353
+6,027
+95% +$427K ﹤0.01% 1454
2024
Q2 		$396K Buy
6,326
+2,453
+63% +$152K ﹤0.01% 1792
2024
Q1 		$249K Buy
3,873
+31
+0.8% +$1.93K ﹤0.01% 2038
2023
Q4 		$235K Sell
3,842
-1,046
-21% -$57.1K ﹤0.01% 1999
2023
Q3 		$257K Buy
+4,888
New +$279K ﹤0.01% 1837

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VPM
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Pzena Investment Management
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $95.1B AUM 30.55% 1-Year Est. Return