Wealth Enhancement Advisory Services, LLC Purchases in Q3 2025

Wealth Enhancement Advisory Services, LLC

  • $61.1 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
FLHY
Franklin Templeton ETF Tr Libe

ETFs
289
+ 0.52%
$24.08 - $24.56 $6.96K - $7.1K
55.7K $1.37M
IOVA
Iovance Biotherapeutics, Inc.

Healthcare
3.22K
+ 13.03%
$1.7 - $3.97 $5.48K - $12.8K
28K $60K
OBT
Orange County Bancorp, Inc.

Financial Services
685
New
$23.46 - $28.58 $16.1K - $19.6K
685 $17K
PCH
Potlatchdeltic Corp

Real Estate
7
+ 0.1%
$39.34 - $44.24 $275 - $310
7.33K $298K
PCT
Pure Cycle Technologies, Inc.

Industrials
2.46K
+ 8.71%
$12.21 - $16.92 $30K - $41.6K
30.7K $403K
ADCT
Adc Therapeutics Sa

Healthcare
365
+ 3.25%
$2.64 - $4.02 $964 - $1.47K
11.6K $46K
BOX
Box Inc

Technology
949
+ 12.35%
$31.03 - $33.73 $29.4K - $32K
8.63K $278K
CAN
Canaan Inc.

Technology
9.29K
+ 30.95%
$0.6 - $0.98 $5.57K - $9.1K
39.3K $34K
BSCS
Invesco ETF Fd Tr Invesco Bull

ETFs
72
+ 0.04%
$20.41 - $20.67 $1.47K - $1.49K
185K $3.8M
INN
Summit Hotel Properties, Inc.

Real Estate
1.69K
+ 10.18%
$5.03 - $5.98 $8.49K - $10.1K
18.3K $100K
ATUS
Altice Usa, Inc.

Communication Services
5.16K
+ 50.83%
$2.05 - $2.95 $10.6K - $15.2K
15.3K $36K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
3.1K
+ 7.11%
$9.11 - $10.03 $28.2K - $31.1K
46.7K $425K
CTO
Cto Realty Growth, Inc.

Real Estate
1.74K
+ 14.66%
$15.89 - $17.75 $27.6K - $30.8K
13.6K $219K
HAIN
Hain Celestial Group Inc

Consumer Defensive
8.51K
+ 26.08%
$1.44 - $2.15 $12.2K - $18.3K
41.1K $64K
EPP
Ishares Inc

ETFs
43
+ 0.72%
$48.87 - $52.69 $2.1K - $2.27K
5.99K $308K
LAD
Lithia Motors Inc

Consumer Cyclical
177
+ 9.52%
$284.47 - $356.6 $50.4K - $63.1K
2.04K $643K
NMS
Nuveen Minnesota Quality Municipal Income Fund

Financial Services
60
+ 0.2%
$11.15 - $11.99 $669 - $719
30K $356K
PFIS
Peoples Financial Services Corp.

Financial Services
427
+ 5.82%
$46.9 - $53.69 $20K - $22.9K
7.77K $377K
UCBI
United Community Banks Inc

Financial Services
507
+ 1.97%
N/A
26.2K $766K
CSGS
Csg Systems International Inc

Technology
279
+ 6.68%
$60.77 - $67.01 $17K - $18.7K
4.45K $286K
GETY
Vector Holding, LLC

Communication Services
5.09K
+ 47.2%
$1.66 - $2.14 $8.45K - $10.9K
15.9K $31K
OCFC
Oceanfirst Financial Corp

Financial Services
811
+ 7.7%
$16.32 - $19.01 $13.2K - $15.4K
11.3K $199K
PANL
Pangaea Logistics Solutions Ltd.

Industrials
1.35K
+ 8.16%
$4.59 - $5.64 $6.2K - $7.62K
17.9K $91K
AVDX
Avid Xchange Holdings, Inc.

Technology
907
+ 4.19%
$9.82 - $9.97 $8.91K - $9.04K
22.5K $224K
HYZD
Wisdomtree Tr Interest Rate He

ETFs
321
+ 0.49%
$22.25 - $22.65 $7.14K - $7.27K
65.4K $1.47M
BFH
Bread Financial Holdings, Inc.

Financial Services
323
+ 6.3%
$55.77 - $66.98 $18K - $21.6K
5.45K $304K
WOOF
Petco Health & Wellness Company, Inc.

Consumer Cyclical
3.53K
+ 9.05%
N/A
42.6K $143K
SVC
Service Properties Trust

Real Estate
2.33K
+ 13.09%
$2.28 - $3.04 $5.31K - $7.08K
20.1K $54K
MAPS
Wm Technology, Inc.

Technology
10K
New
$0.88 - $1.3 $8.84K - $13.1K
10K $12K
ALRM
Alarm.Com Holdings, Inc.

Technology
454
+ 12.45%
$51.29 - $59.16 $23.3K - $26.9K
4.1K $217K
CGTX
Cognition Therapeutics Inc

Healthcare
1K
+ 10.0%
$0.31 - $3.18 $310 - $3.18K
11K $14K
HSC
Harsco Corp

Industrials
1.56K
+ 10.37%
N/A
16.5K $119K
LKQ
Lkq Corp

Consumer Cyclical
4.08K
+ 23.24%
$29.24 - $39.21 $119K - $160K
21.6K $660K
SCYX
Scynexis Inc

Healthcare
14.2K
New
$0.68 - $1.19 $9.66K - $16.9K
14.2K $11K
BWX
Spdr Bloomberg International T

ETFs
676
+ 6.95%
$22.58 - $23.5 $15.3K - $15.9K
10.4K $239K
BDN
Brandywine Realty Trust

Real Estate
3.03K
+ 12.69%
$3.81 - $4.58 $11.5K - $13.9K
26.9K $112K
FXE
Invesco Currency Shares Euro Trust

ETFs
98
+ 3.05%
$105.31 - $109.29 $10.3K - $10.7K
3.31K $359K
PFBC
Preferred Bank

Financial Services
8
+ 0.33%
$89.02 - $97.01 $712 - $776
2.46K $222K
TDV
Proshares Tr S&P Tech Divid Ar

ETFs
7
+ 0.25%
$81.75 - $88.12 $572 - $617
2.8K $242K
LRN
Stride, Inc.

Consumer Defensive
30
+ 2.06%
$128.23 - $169.81 $3.85K - $5.09K
1.49K $221K
AMEH
Apollo Medical Holdings, Inc.

Healthcare
260
New
N/A
260 $9K
EOS
Eaton Vance Enhanced Equity Income Fund Ii

Financial Services
557
+ 3.33%
$23.48 - $24.44 $13.1K - $13.6K
17.3K $414K
EPAC
Enerpac Tool Group Corp

Industrials
153
+ 2.62%
$36.95 - $43.71 $5.65K - $6.69K
5.99K $245K
FATE
Fate Therapeutics Inc

Healthcare
3.4K
+ 9.61%
$0.92 - $1.3 $3.12K - $4.41K
38.7K $48K
NUBD
Nuveen Esg U.S. Aggregate Bond

ETFs
9
+ 0.03%
$21.91 - $22.57 $197 - $203
31.4K $704K
OPFI
Opp Fi Inc.

Technology
882
New
$9.58 - $14.29 $8.45K - $12.6K
882 $9K
URBN
Urban Outfitters Inc

Consumer Cyclical
240
+ 3.01%
$66.84 - $79.79 $16K - $19.1K
8.21K $586K
AVTR
Avantor, Inc.

Basic Materials
2.06K
+ 11.78%
$11.18 - $14.21 $23K - $29.2K
19.5K $243K
MYD
Blackrock Muniyield Fund, Inc.

Financial Services
47
+ 0.32%
$9.82 - $10.65 $462 - $501
14.6K $153K
Activity Summary
Buys All Purchases 2286 New Holdings 348 Increased Positions 1938 Sells All Sells 1133 Reductions 1133 Sold out 0 Options Calls 28 Puts 18
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