Wealth Enhancement Advisory Services »

Tiptree Finl Inc cl a shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Tiptree Finl Inc cl a (TIPT) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Tiptree Finl Inc cl a

Tip: Access up to 7 years of quarterly data

All positions including Tiptree Finl Inc cl a held by Wealth Enhancement Advisory Services consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Tiptree Finl Inc cl a by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2026-06-30 $217k 12k 18.36

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Alps Etf Tr Smith Core Plus (SMTH)
Microsoft Corporation Put Option (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Fundamental Intl (FNDF)
Victory Portfolios Ii Usaa Msci Usa Sm (USVM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Intl Moment (IMTM)
Micron Technology (MU)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Tiptree Finl Inc cl a

Dimensional Fund Advisors
BlackRock
Vanguard Capital Management
Geode Capital Management
Gabelli Funds
State Street Corporation
Arrowstreet Capital, Limited Partnership
Nuveen
Kennedy Capital Management
Heartland Advisors
AQR Capital Management
TCW Group
Qube Research & Technologies
Morgan Stanley
Jpmorgan Chase & Co

View all funds holding Tiptree Finl Inc cl a