A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Axos Financial, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 39,662 shares of AX stock, worth $3.14 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
39,662
Previous 40,419 1.87%
Holding current value
$3.14 Million
Previous $3.42 Million 8.27%
% of portfolio
0.0%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 08, 2026

SELL
$75.7 - $85.63 $57,304 - $64,821
-757 Reduced 1.87%
39,662 $3.14 Million
Q3 2025

Oct 29, 2025

BUY
$78.32 - $92.31 $2.34 Million - $2.75 Million
29,833 Added 281.82%
40,419 $3.42 Million
Q2 2025

Jul 10, 2025

BUY
$56.36 - $76.85 $144,788 - $197,427
2,569 Added 32.04%
10,586 $804,000
Q1 2025

Apr 16, 2025

BUY
$61.63 - $73.1 $240,418 - $285,163
3,901 Added 94.78%
8,017 $517,000
Q4 2024

Mar 17, 2025

BUY
$59.93 - $86.6 $246,671 - $356,445
4,116 New
4,116 $287,000

Others Institutions Holding AX

About Axos Financial, Inc.


  • Ticker AX
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Regional
  • Shares Outstandng 59,970,800
  • Market Cap $4.74B
  • Description
  • Axos Financial, Inc., together with its subsidiaries, provides consumer and business banking products in the United States. It operates through Banking Business and Securities Business segments. The company offers deposits products, including consumer and business checking, demand, savings, time deposit, money market, zero balance, and insured c...
More about AX
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.