Wealth Enhancement Advisory Services, LLC Newtek Business Services Corp. Transaction History
Wealth Enhancement Advisory Services, LLC
- $65.4 Billion
- Q4 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Newtek Business Services Corp. stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 11,901 shares of NEWT stock, worth $119,605. This represents 0.0% of its overall portfolio holdings.
Number of Shares
11,901
Previous 13,404
11.21%
Holding current value
$119,605
Previous $153,000
22.22%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding NEWT
# of Institutions
143Shares Held
14.1MCall Options Held
69.3KPut Options Held
46-
Patriot Financial Partners Gp Ii, L.P. Radnor, PA2.31MShares$23.2 Million8.14% of portfolio
-
Black Rock Inc. New York, NY1.83MShares$18.4 Million0.0% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.46MShares$14.7 Million0.0% of portfolio
-
Geode Capital Management, LLC Boston, MA628KShares$6.31 Million0.0% of portfolio
-
Aqr Capital Management LLC Greenwich, CT577KShares$5.8 Million0.0% of portfolio
About Newtek Business Services Corp.
- Ticker NEWT
- Exchange NASDAQ
- Sector Financial Services
- Industry Asset Management
- Shares Outstandng 24,355,600
- Market Cap $245M
- Description
- Newtek Business Services Corp. is a business development company specializing in providing financial and business services to the small-and medium-sized business market in the United States. The firm also seeks to invest in early stage businesses. The firm seeks to makes both debt and equity investments. Under debt investments, it focuses on fir...