WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in COIN — Coinbase Global, Inc.
CIK 1632972
PLYMOUTH, MN
Position in COIN
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,909,387
-$477,880 QoQ
Shares Held
13,061
-4.5% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#356
of 1,109 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 6%
Shared 0%
None 94%
Common Shares in COIN Over Time
Shares Held
Position Value (USD)
Derivatives in COIN
reported options exposure · as of Sep 30, 2024CallValue
$0
CallShares
0
PutValue
$16,625
PutShares
2,500
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $155,919,540 across 11 Financial Data & Stock Exchanges names. COIN ranks #10 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
390,916 | $30,811,999 | |
| 2 | MCO |
Moodys Corp /De/
|
54,203 | $24,549,622 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
92,310 | $22,400,867 | |
| 4 | CME |
Cme Group Inc.
|
94,881 | $20,952,571 | |
| 5 | SPGI |
S&P Global Inc.
|
56,121 | $20,457,397 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
141,227 | $17,386,455 | |
| 7 | FDS |
Factset Research Systems Inc
|
32,095 | $7,384,417 | |
| 8 | MSCI |
MSCI Inc.
|
10,788 | $6,041,711 |
All Filings in COIN
Export CSV
16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,909,387 | 13,061 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,387,267 | 13,672 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $3,336,695 | 14,755 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $5,479,150 | 16,235 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $4,562,328 | 13,017 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,213,499 | 12,852 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $2,894,433 | 11,657 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,847,801 | 10,371 | Shares | Sole | 2024-10-24 | |
| 2024-09-30 | $16,625 | 2,500 | Put | Sole | 2024-10-24 | |
| 2024-06-30 | $2,071,850 | 9,323 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $5,895 | 500 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $2,309,725 | 8,712 | Shares | Sole | 2024-04-15 | |
| 2024-03-31 | $13,800 | 500 | Put | Sole | 2024-04-15 | |
| 2023-12-31 | $34,200 | 2,500 | Put | Sole | 2024-01-30 | |
| 2023-12-31 | $1,618,151 | 9,304 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $741,189 | 9,872 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||