Financial Institutions shares owned by Wealth Enhancement Advisory Services
Quarter-by-quarter ownership of Financial Institutions (FISI) shares owned by Wealth Enhancement Advisory Services
from 13F filings
Historical chart of Wealth Enhancement Advisory Services investment in Financial Institutions
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Quarterly reported holdings in Financial Institutions by Wealth Enhancement Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $301k | 11k | 27.34 |
| 2025-06-30 | $292k | 11k | 27.42 |
| 2025-03-31 | $298k | 12k | 24.96 |
| 2024-12-31 | $400k | 15k | 27.29 |
| 2024-06-30 | $237k | 12k | 19.32 |
| 2024-03-31 | $208k | 11k | 18.82 |
| 2023-12-31 | $239k | 11k | 21.30 |
| 2023-09-30 | $181k | 11k | 16.83 |
More positions owned by Wealth Enhancement Advisory Services
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