Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services’s Thomson Reuters TRI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.99M	Buy	33,326 +1,040	+3%	+$90.8K	0.01%	1323
2026 Q1	$2.96M	Buy	32,286 +13,063	+68%	+$1.38M	0.01%	1190
2025 Q4	$2.55M	Buy	19,223 +186	+1%	+$26.9K	﹤0.01%	1381
2025 Q3	$2.93M	Sell	19,037 -428	-2%	-$79.8K	﹤0.01%	1232
2025 Q2	$3.98M	Sell	19,465 -4,262	-18%	-$812K	0.01%	1004
2025 Q1	$4.16M	Buy	23,727 +15,065	+174%	+$2.6M	0.01%	897
2024 Q4	$1.41M	Buy	8,662 +1,414	+20%	+$238K	﹤0.01%	1361
2024 Q3	$1.26M	Sell	7,248 -67	-0.9%	-$11.3K	﹤0.01%	1278
2024 Q2	$1.25M	Buy	7,315 +73	+1%	+$12.1K	﹤0.01%	1177
2024 Q1	$1.15M	Buy	7,242 +1,011	+16%	+$157K	﹤0.01%	1177
2023 Q4	$926K	Buy	6,231 +97	+2%	+$13.1K	﹤0.01%	1205
2023 Q3	$762K	Buy	6,134 +475	+8%	+$62.6K	﹤0.01%	1214
2023 Q2	$776K	Buy	5,659 +141	+3%	+$18.9K	0.01%	298
2023 Q1	$757K	Buy	+5,518	New	+$704K	0.01%	342
2015 Q4	–	Sell	-20,627	Closed	-$988K	–	132
2015 Q3	$988K	Buy	+20,627	New	+$941K	0.3%	57

Other funds holding TRI

Addenda Capital Montreal, Quebec, Canada $3.68B AUM 32.88% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

First National Bank of Mount Dora Mount Dora, Florida $499M AUM 22.75% 1-Year Est. Return

First American Bank Dundee, Illinois $1.79B AUM 30.35% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $6.39B AUM 19.93% 1-Year Est. Return

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

Portside Wealth Group Provo, Utah $856M AUM 26.82% 1-Year Est. Return

Bay Colony Advisors Concord, Massachusetts $903M AUM 33.67% 1-Year Est. Return

Charles Schwab Trust Henderson, Nevada $1.79B AUM 17.47% 1-Year Est. Return