WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in CBU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,182,003 | 55,397 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $3,251,470 | 55,448 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $3,167,260 | 55,693 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $3,173,640 | 55,815 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $3,239,495 | 52,521 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $2,885,033 | 49,682 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $2,362,624 | 50,045 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $2,335,891 | 48,634 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $2,612,013 | 50,125 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $2,217,417 | 52,533 | Shares | Sole | 2023-11-13 |