A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Hercules Capital, Inc. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 102,959 shares of HTGC stock, worth $1.81 Million. This represents 0.0% of its overall portfolio holdings.

Number of Shares
102,959
Previous 89,575 14.94%
Holding current value
$1.81 Million
Previous $1.69 Million 6.79%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 08, 2026

BUY
$16.7 - $18.75 $223,512 - $250,950
13,384 Added 14.94%
102,959 $1.81 Million
Q3 2025

Oct 29, 2025

BUY
$18.34 - $19.53 $1.04 Million - $1.11 Million
56,797 Added 173.28%
89,575 $1.69 Million
Q2 2025

Jul 10, 2025

SELL
$16.24 - $19.1 $876 - $1,031
-54 Reduced 0.16%
32,778 $599,000
Q1 2025

Apr 16, 2025

BUY
$18.01 - $22.0 $11,310 - $13,816
628 Added 1.95%
32,832 $630,000
Q4 2024

Mar 17, 2025

BUY
$18.53 - $20.22 $279,747 - $305,261
15,097 Added 88.25%
32,204 $646,000
Q3 2024

Oct 23, 2024

BUY
$17.71 - $21.67 $302,964 - $370,708
17,107 New
17,107 $336,000

Others Institutions Holding HTGC

About Hercules Capital, Inc.


  • Ticker HTGC
  • Exchange NYSE
  • Sector Financial Services
  • Industry Asset Management
  • Shares Outstandng 127,239,000
  • Market Cap $2.24B
  • Description
  • Hercules Capital, Inc. is a business development company. The firm specializing in providing venture debt, debt, senior secured loans, and growth capital to privately held venture capital-backed companies at all stages of development from startups, to expansion stage including select publicly listed companies and select special opportunity lower...
More about HTGC
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.