WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in CBZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,202,717 | 63,483 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,980,747 | 56,283 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $3,823,505 | 53,319 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $2,908,472 | 38,340 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $1,359,359 | 16,612 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $1,111,227 | 16,514 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $1,203,013 | 16,235 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $1,259,925 | 16,050 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $1,003,881 | 16,039 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $831,126 | 16,014 | Shares | Sole | 2023-11-13 |