WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK
0001632972
City
PLYMOUTH
State / Country
MN
Holdings in CPZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $227,896 | 15,588 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $309,964 | 19,181 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $311,307 | 19,181 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $321,578 | 20,667 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $281,176 | 18,960 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $472,036 | 30,089 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $480,359 | 31,499 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $487,495 | 31,594 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $429,569 | 29,728 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $687,453 | 46,481 | Shares | Sole | 2023-11-13 |