Wealth Enhancement Advisory Services
XERS icon

Wealth Enhancement Advisory Services’s Xeris Biopharma Holdings XERS Stock Holding History

Wealth Enhancement Advisory Services’s Portfolio XERS Stock Details XERS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$394K Buy
47,228
+10,048
+27% +$64.2K ﹤0.01% 2930
2026
Q1 		$225K Buy
37,180
+6,075
+20% +$40.3K ﹤0.01% 3048
2025
Q4 		$216K Sell
31,105
-2
-0% -$16 ﹤0.01% 3209
2025
Q3 		$258K Buy
31,107
+4,349
+16% +$28.9K ﹤0.01% 2914
2025
Q2 		$127K Sell
26,758
-4,496
-14% -$20.6K ﹤0.01% 3095
2025
Q1 		$172K Buy
31,254
+14,986
+92% +$60.5K ﹤0.01% 2661
2024
Q4 		$55.1K Buy
16,268
+3,847
+31% +$12.4K ﹤0.01% 2858
2024
Q3 		$35.4K Buy
+12,421
New +$31.9K ﹤0.01% 2639

Other funds holding XERS

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
AC
Apella Capital West Hartford, Connecticut $7.08B AUM 17.38% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.82B AUM 30.02% 1-Year Est. Return
TWD
True Wealth Design Akron, Ohio $420M AUM 22.7% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.87B AUM 24.64% 1-Year Est. Return
VCM
Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return