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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → TCBIO
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TCBIO Position History
Texas Capital Bancshares Inc • Financial Services
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$1.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $963K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.5M |
| Q2 2026 | $1.8M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 16.7K | — | — |
| Q2 2026 | $1.8M | 19.7K | — | — |
| Q1 2026 | $1.5M | 15.4K | — | — |
| Q4 2025 | $1.1M | 11.9K | — | — |
| Q3 2025 | $963K | 11.1K | — | — |
Other funds holding TCBIO
$378.9M
$366.4M
$361.8M
$345.2M
$272.4M
$256.2M
$256.2M