Wealth Enhancement Advisory Services, LLC Purchases in Q1 2025

Wealth Enhancement Advisory Services, LLC

  • $49 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NTLA
Intellia Therapeutics, Inc.

Healthcare
13.8K
New
$7.11 - $12.8 $98K - $176K
13.8K $98K
SUI
Sun Communities Inc

Real Estate
184
+ 1.42%
$120.53 - $136.43 $22.2K - $25.1K
13.2K $1.69M
BIT
Black Rock Multi Sector Income Trust

Financial Services
6.98K
+ 18.17%
$14.43 - $14.85 $101K - $104K
45.4K $657K
ENS
Ener Sys

Industrials
1.17K
+ 11.0%
$89.62 - $103.2 $104K - $120K
11.8K $1.08M
ENVA
Enova International, Inc.

Financial Services
984
+ 42.71%
$87.18 - $116.49 $85.8K - $115K
3.29K $317K
EXG
Eaton Vance Tax Managed Global Diversified Equity Income Fund

Financial Services
11.9K
+ 26.44%
$8.11 - $8.58 $96.3K - $102K
56.8K $462K
IDA
Idacorp Inc

Utilities
456
+ 7.44%
$105.58 - $119.04 $48.1K - $54.3K
6.58K $765K
SSRM
Ssr Mining Inc.

Basic Materials
1.09K
+ 3.93%
$7.06 - $11.21 $7.69K - $12.2K
28.8K $288K
INDB
Independent Bank Corp

Financial Services
2.09K
+ 8.99%
$60.31 - $70.29 $126K - $147K
25.4K $1.59M
PLMR
Palomar Holdings, Inc.

Financial Services
190
+ 8.71%
$101.51 - $137.08 $19.3K - $26K
2.37K $325K
REI
Ring Energy, Inc.

Energy
82.6K
New
$1.09 - $1.51 $90K - $125K
82.6K $94K
OFC
Corporate Office Properties Trust

Real Estate
3.87K
+ 28.32%
N/A
17.5K $422K
IGLB
Ishares 10+ Year Investment Gr

ETFs
1.49K
+ 6.72%
$48.32 - $51.22 $72K - $76.3K
23.7K $1.19M
SHE
Spdr Ser Tr Ssga Gender Divers

ETFs
919
+ 20.97%
$111.29 - $123.42 $102K - $113K
5.3K $600K
BIIB
Biogen Inc.

Healthcare
2.61K
+ 15.85%
$133.43 - $153.27 $348K - $399K
19K $2.61M
AGX
Argan Inc

Industrials
839
+ 26.74%
$104.05 - $185.35 $87.3K - $156K
3.98K $521K
FSLY
Fastly, Inc.

Technology
14.4K
New
$6.33 - $10.92 $91.1K - $157K
14.4K $91K
XHB
Spdr Series Tr Spdr S&P Homebu

ETFs
1.64K
+ 20.82%
$95.53 - $112.45 $157K - $184K
9.52K $914K
GRID
First Tr Nasdaq Clean Edge Sma

ETFs
978
+ 29.54%
$113.13 - $127.79 $111K - $125K
4.29K $485K
IBP
Installed Building Products, Inc.

Consumer Cyclical
557
+ 36.6%
$162.22 - $206.22 $90.4K - $115K
2.08K $356K
SPMB
Spdr Ser Tr Spdr Portfolio Mor

ETFs
1.99K
+ 2.03%
$21.23 - $22.14 $42.2K - $44K
100K $2.21M
SNEX
Stone X Group Inc.

Financial Services
2.6K
+ 51.71%
$76.12 - $126.89 $198K - $330K
7.62K $582K
APPS
Digital Turbine, Inc.

Technology
33.1K
New
$1.7 - $6.52 $56.2K - $216K
33.1K $89K
FDUS
Fidus Investment Corp

Financial Services
4.78K
+ 36.01%
$20.39 - $23.37 $97.4K - $112K
18K $367K
CNO
Cno Financial Group, Inc.

Financial Services
744
+ 5.74%
$35.99 - $42.34 $26.8K - $31.5K
13.7K $570K
DAWN
Day One Biopharmaceuticals, Inc.

Healthcare
11.2K
New
$7.93 - $13.21 $88.5K - $147K
11.2K $88K
KGC
Kinross Gold Corp

Basic Materials
461
+ 1.88%
$9.69 - $12.61 $4.47K - $5.81K
25K $315K
EAD
Allspring Income Opportunities Fund

Financial Services
13K
New
$6.8 - $7.06 $88.2K - $91.6K
13K $88K
ADPT
Adaptive Biotechnologies Corp

Healthcare
11.7K
New
$6.07 - $8.66 $71.3K - $102K
11.7K $87K
AUPH
Aurinia Pharmaceuticals Inc.

Healthcare
10.8K
New
$7.55 - $8.77 $81.2K - $94.3K
10.8K $86K
PGF
Invesco Exchange Traded Fd Tr

ETFs
6.76K
+ 16.43%
$14.28 - $14.97 $96.6K - $101K
47.9K $684K
IYM
Ishares Tr

ETFs
527
+ 17.03%
$128.53 - $142.03 $67.7K - $74.8K
3.62K $488K
INFL
Listed Fds Tr Horizon Kinetics

ETFs
510
+ 2.02%
$38.54 - $41.5 $19.7K - $21.2K
25.8K $1.05M
THQ
Tekla Healthcare Opportunities Fund

Financial Services
1.18K
+ 3.4%
$18.63 - $21.12 $22K - $24.9K
35.9K $741K
EVGO
E Vgo Inc.

Consumer Cyclical
32.2K
New
$2.37 - $4.46 $76.3K - $144K
32.2K $85K
FCFS
First Cash Holdings, Inc.

Financial Services
265
+ 8.38%
$102.59 - $120.32 $27.2K - $31.9K
3.43K $412K
ORCC
Owl Rock Capital Corp

Financial Services
6.35K
+ 13.62%
N/A
53K $709K
PHK
Pimco High Income Fund

Financial Services
17.4K
New
$4.85 - $4.98 $84.3K - $86.6K
17.4K $85K
MRCC
Monroe Capital Corp

Financial Services
10.8K
New
$7.61 - $8.81 $82.3K - $95.3K
10.8K $84K
AAL
American Airlines Group Inc.

Industrials
7.56K
+ 14.68%
N/A
59K $651K
CPB
Campbell Soup CO

Consumer Defensive
2.61K
+ 24.31%
$37.29 - $42.04 $97.5K - $110K
13.4K $533K
INVH
Invitation Homes Inc.

Real Estate
1.27K
+ 9.29%
$30.28 - $34.85 $38.4K - $44.2K
14.9K $519K
SLM
Slm Corp

Financial Services
706
+ 2.03%
$26.95 - $32.54 $19K - $23K
35.4K $1.04M
S
Sentinel One, Inc.

Technology
8.03K
+ 51.47%
$18.17 - $24.97 $146K - $200K
23.6K $429K
VERV
Verve Therapeutics, Inc.

Healthcare
18.2K
New
$4.57 - $8.63 $83.2K - $157K
18.2K $83K
TCPC
Black Rock Tcp Capital Corp.

Financial Services
10.3K
New
$7.72 - $9.45 $79.5K - $97.4K
10.3K $82K
CNQ
Canadian Natural Resources LTD

Energy
2.76K
+ 8.09%
$26.72 - $32.74 $73.6K - $90.2K
36.8K $1.13M
OPK
Opko Health, Inc.

Healthcare
45.8K
+ 158.43%
$1.45 - $1.94 $66.4K - $88.8K
74.7K $124K
QLYS
Qualys, Inc.

Technology
1.01K
+ 32.35%
$121.57 - $147.7 $122K - $149K
4.12K $518K
Activity Summary
Buys All Purchases 1817 New Holdings 260 Increased Positions 1557 Sells All Sells 1031 Reductions 1031 Sold out 0 Options Calls 23 Puts 12
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