Wealth Enhancement Advisory Services
TPL icon

Wealth Enhancement Advisory Services’s Texas Pacific Land TPL Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio TPL Stock Details TPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.26M Sell
20,845
-16,919
-45% -$7.27M 0.02% 622
2025
Q4 		$11.1M Sell
37,764
-1,641
-4% -$501K 0.02% 660
2025
Q3 		$12.6M Buy
39,405
+1,191
+3% +$375K 0.02% 573
2025
Q2 		$13.7M Buy
38,214
+4,332
+13% +$1.77M 0.02% 535
2025
Q1 		$15M Sell
33,882
-2,634
-7% -$1.17M 0.03% 478
2024
Q4 		$13.5M Buy
36,516
+903
+3% +$369K 0.03% 482
2024
Q3 		$10.5M Sell
35,613
-7,878
-18% -$2.16M 0.02% 501
2024
Q2 		$10.6M Buy
43,491
+15,765
+57% +$3.31M 0.03% 474
2024
Q1 		$5.35M Buy
27,726
+15,108
+120% +$2.59M 0.01% 642
2023
Q4 		$2.2M Buy
12,618
+7,488
+146% +$1.42M 0.01% 867
2023
Q3 		$1.04M Buy
+5,130
New +$968K ﹤0.01% 1077
2023
Q2 		– Sell
-12,546
Closed -$2.37M – 567
2023
Q1 		$2.37M Buy
+12,546
New +$2.61M 0.03% 195

Other funds holding TPL

HKAM
Horizon Kinetics Asset Management New York $9.23B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
First Manhattan
First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return
SA
SoftVest Advisors Abilene, Texas $645M AUM 28.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return