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
DT
Dynatrace, Inc.

Technology
686
+ 6.5%
$46.04 - $56.64 $31.6K - $38.9K
11.2K $544K
PAGP
Plains Gp Holdings LP

Energy
936
+ 1.91%
$18.12 - $20.08 $17K - $18.8K
49.8K $908K
ATI
Allegheny Technologies Inc

Industrials
453
+ 2.79%
$71.34 - $95.52 $32.3K - $43.3K
16.7K $1.36M
WDFC
Wd 40 CO

Basic Materials
56
+ 3.1%
$195.27 - $233.16 $10.9K - $13.1K
1.87K $368K
PLTK
Playtika Holding Corp.

Communication Services
2.67K
+ 3.6%
$3.44 - $5.0 $9.18K - $13.4K
76.9K $299K
SABR
Sabre Corp

Consumer Cyclical
9.19K
+ 17.62%
$1.71 - $3.42 $15.7K - $31.4K
61.3K $112K
UDR
Udr, Inc.

Real Estate
14
+ 0.09%
$36.71 - $41.37 $514 - $579
14.9K $554K
ALC
Alcon Inc

Healthcare
865
+ 9.65%
$73.24 - $92.22 $63.4K - $79.8K
9.83K $732K
SEIC
Sei Investments CO

Financial Services
473
+ 2.28%
$84.85 - $93.8 $40.1K - $44.4K
21.2K $1.8M
EMN
Eastman Chemical CO

Basic Materials
1.87K
+ 10.92%
$58.79 - $81.56 $110K - $152K
19K $1.2M
OEC
Orion Engineered Carbons S.A.

Basic Materials
16.6K
+ 22.57%
$7.5 - $11.52 $125K - $191K
90.2K $684K
UPST
Upstart Holdings, Inc.

Financial Services
218
+ 3.02%
$50.8 - $84.13 $11.1K - $18.3K
7.45K $378K
PCTY
Paylocity Holding Corp

Technology
185
+ 3.37%
$159.27 - $190.36 $29.5K - $35.2K
5.68K $904K
PLMR
Palomar Holdings, Inc.

Financial Services
3
+ 0.12%
$112.26 - $148.79 $337 - $446
2.46K $287K
HLN
Haleon PLC

Healthcare
5.64K
+ 5.37%
$8.72 - $10.35 $49.2K - $58.4K
111K $991K
ZBRA
Zebra Technologies Corp

Technology
116
+ 0.98%
$296.92 - $341.36 $34.4K - $39.6K
12K $3.56M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
127
+ 0.55%
$259.44 - $278.65 $32.9K - $35.4K
23K $5.98M
VIRT
Virtu Financial, Inc.

Financial Services
626
+ 3.88%
$34.87 - $45.12 $21.8K - $28.2K
16.8K $595K
LBRDA
Liberty Broadband Corp

Communication Services
36
+ 0.92%
$58.06 - $100.28 $2.09K - $3.61K
3.93K $249K
FRPT
Freshpet, Inc.

Consumer Defensive
776
+ 5.66%
$49.25 - $74.51 $38.2K - $57.8K
14.5K $798K
HDB
Hdfc Bank LTD

Financial Services
10.1K
+ 89.3%
$34.14 - $78.94 $346K - $800K
21.5K $733K
KKR
Kkr & Co. Inc.

Financial Services
1.92K
+ 1.51%
$129.95 - $152.16 $249K - $292K
129K $16.8M
EQH
Equitable Holdings, Inc.

Financial Services
791
+ 2.28%
$50.09 - $55.88 $39.6K - $44.2K
35.5K $1.8M
NSP
Insperity, Inc.

Industrials
1.19K
+ 6.42%
$45.07 - $62.06 $53.8K - $74K
19.8K $972K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
712
+ 4.8%
$107.28 - $125.1 $76.4K - $89.1K
15.6K $1.69M
LII
Lennox International Inc

Industrials
135
+ 2.64%
$516.18 - $664.54 $69.7K - $89.7K
5.25K $2.78M
USA
Liberty All Star Equity Fund

Financial Services
13.3K
+ 2.63%
$6.34 - $6.94 $84.6K - $92.6K
521K $3.3M
DOV
Dover Corp

Industrials
2.34K
+ 6.95%
$165.59 - $190.9 $387K - $446K
36K $6M
MPLX
Mplx LP

Energy
390
+ 0.32%
$49.42 - $52.71 $19.3K - $20.6K
121K $6.06M
ALGN
Align Technology Inc

Healthcare
4.36K
+ 38.95%
$124.88 - $207.19 $544K - $903K
15.6K $1.95M
RELX
Relx PLC

Communication Services
2.21K
+ 5.17%
$45.13 - $54.19 $99.6K - $120K
44.9K $2.14M
IBN
Icici Bank LTD

Financial Services
74
+ 0.14%
$30.23 - $34.41 $2.24K - $2.55K
53.2K $1.61M
KMB
Kimberly Clark Corp

Consumer Defensive
2.47K
+ 2.23%
$121.72 - $136.77 $300K - $337K
113K $14.1M
EAT
Brinker International, Inc

Consumer Cyclical
871
+ 14.94%
$126.68 - $184.02 $110K - $160K
6.7K $848K
CTVA
Corteva, Inc.

Basic Materials
11.3K
+ 8.06%
$67.08 - $77.12 $758K - $871K
152K $10.2M
KMPR
Kemper Corp

Financial Services
3.49K
+ 11.67%
$48.42 - $64.74 $169K - $226K
33.4K $1.72M
CNXC
Concentrix Corp

Technology
3.46K
+ 5.92%
$45.94 - $62.0 $159K - $214K
61.9K $2.86M
XPEL
Xpel, Inc.

Consumer Cyclical
6.38K
+ 4.02%
$31.49 - $39.34 $201K - $251K
165K $5.46M
FLR
Fluor Corp

Industrials
2.12K
+ 5.51%
$39.99 - $56.77 $84.8K - $120K
40.6K $1.71M
SNPS
Synopsys Inc

Technology
227
+ 1.15%
$387.78 - $645.35 $88K - $146K
20K $9.89M
APG
A Pi Group Corp

Industrials
4.5K
+ 16.75%
$33.09 - $36.34 $149K - $164K
31.4K $1.08M
WEN
Wendy'S CO

Consumer Cyclical
5.8K
+ 3.61%
$9.09 - $11.88 $52.7K - $68.9K
166K $1.52M
DEO
Diageo PLC

Consumer Defensive
4.79K
+ 3.38%
$93.64 - $115.33 $449K - $553K
147K $14M
SHAK
Shake Shack Inc.

Consumer Cyclical
93
+ 1.29%
$92.4 - $142.03 $8.59K - $13.2K
7.32K $685K
AB
Alliancebernstein Holding L.P.

Financial Services
3.26K
+ 1.78%
$37.76 - $42.88 $123K - $140K
186K $7.12M
TT
Trane Technologies PLC

Industrials
995
+ 1.96%
$398.96 - $472.54 $397K - $470K
51.7K $21.8M
XRAY
Dentsply Sirona Inc.

Healthcare
13.6K
+ 7.76%
$12.37 - $16.85 $168K - $229K
189K $2.39M
MAR
Marriott International Inc

Consumer Cyclical
733
+ 1.61%
$255.35 - $282.87 $187K - $207K
46.3K $12.1M
LBRDK
Liberty Broadband Corp

Communication Services
85
+ 0.75%
$58.3 - $100.8 $4.96K - $8.57K
11.5K $729K
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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