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Oppenheimer Holdings shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Oppenheimer Holdings (OPY) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Oppenheimer Holdings

Tip: Access up to 7 years of quarterly data

All positions including Oppenheimer Holdings held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Oppenheimer Holdings by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7k 81 70.53

More positions owned by Wealth Enhancement Advisory Services

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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Intl Moment (IMTM)
Amazon (AMZN)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Us Treas Bd Etf (GOVT)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Oppenheimer Holdings

Jb Capital Partners
Dimensional Fund Advisors
Vanguard Group
American Century Companies
BlackRock
Rbf Capital
Greenwich Wealth Management
Royce & Associates
Charles Schwab Investment Management
Morgan Stanley
Robeco Investment Management
Millennium Management
Arrowstreet Capital, Limited Partnership
Jpmorgan Chase & Co
Geode Capital Management

View all funds holding Oppenheimer Holdings