Popular shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Popular (BPOP) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Popular
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All positions including Popular held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Popular by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.1M | 32k | 125.31 |
| 2025-06-30 | $2.3M | 20k | 114.30 |
| 2025-03-31 | $1.1M | 12k | 92.37 |
| 2024-12-31 | $562k | 6.0k | 94.06 |
| 2024-06-30 | $337k | 3.8k | 88.43 |
| 2024-03-31 | $275k | 3.1k | 88.09 |
| 2023-12-31 | $241k | 2.9k | 82.07 |
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