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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OCFC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OCFC Position History
OceanFirst Financial Corp. • Financial Services
Quarters held
9
Latest value
$188K
Q3 2026
Peak value
$720K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $206K |
| Q4 2025 | $200K |
| Q4 2025 | $359K |
| Q1 2026 | $248K |
| Q1 2026 | $154K |
| Q2 2026 | $568K |
| Q2 2026 | $318K |
| Q3 2026 | $720K |
| Q3 2026 | $188K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $188K | 25.0K | — | — |
| Q3 2026 | $720K | 43.9K | — | — |
| Q2 2026 | $318K | 31.2K | — | — |
| Q2 2026 | $568K | 29.7K | — | — |
| Q1 2026 | $154K | 18.2K | — | — |
| Q1 2026 | $248K | 13.6K | — | — |
| Q4 2025 | $359K | 31.9K | — | — |
| Q4 2025 | $200K | 11.4K | — | — |
| Q3 2025 | $206K | 11.3K | — | — |