Wealth Enhancement Advisory Services
TMCI icon

Wealth Enhancement Advisory Services’s Treace Medical Concepts TMCI Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-242,411
Closed -$708K – 3864
2025
Q4 		$708K Sell
242,411
-6,921
-3% -$30.1K ﹤0.01% 2207
2025
Q3 		$1.5M Buy
249,332
+163
+0.1% +$1.06K ﹤0.01% 1620
2025
Q2 		$1.54M Buy
249,169
+4,369
+2% +$28.5K ﹤0.01% 1496
2025
Q1 		$2.05M Buy
244,800
+2,645
+1% +$23.8K ﹤0.01% 1235
2024
Q4 		$1.8M Buy
242,155
+1,056
+0.4% +$7.07K ﹤0.01% 1231
2024
Q3 		$1.4M Sell
241,099
-58
-0% -$373 ﹤0.01% 1230
2024
Q2 		$1.6M Buy
241,157
+95
+0% +$767 ﹤0.01% 1084
2024
Q1 		$3.15M Sell
241,062
-9,000
-4% -$120K 0.01% 799
2023
Q4 		$3.19M Buy
250,062
+36
+0% +$364 0.01% 746
2023
Q3 		$3.28M Buy
+250,026
New +$4.58M 0.01% 683

Other funds holding TMCI

AC
Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CBU
CIBC Bancorp USA Chicago, Illinois $74B AUM
Millennium Management
Millennium Management New York $134B AUM 35.51% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return