WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in CB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $126,834,643 | 406,365 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $94,545,282 | 334,970 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $82,480,097 | 284,689 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $68,885,126 | 228,104 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $76,803,663 | 277,972 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $65,168,353 | 225,973 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $49,603,622 | 194,463 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $49,688,177 | 191,750 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $47,109,926 | 208,451 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $39,314,793 | 188,850 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $555,150 | 2,883 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $7,222,136 | 37,193 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $6,814,995 | 30,893 | Shares | Sole | 2023-02-01 |
| 2022-03-31 | $1,424,360 | 6,659 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $1,265,793 | 6,548 | Shares | Sole | 2022-02-08 |