WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK
0001632972
City
PLYMOUTH
State / Country
MN
Holdings in DIA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $47,651,879 | 99,157 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $52,566,320 | 113,353 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $51,378,027 | 116,596 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $45,135,420 | 107,496 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $43,158,890 | 101,431 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $4,442,760 | 10,500 | Shares | Sole | 2024-10-24 |
| 2024-09-30 | $41,753,481 | 98,680 | Shares | Sole | 2024-10-24 |
| 2024-09-30 | $1,269,360 | 3,000 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $39,140,770 | 100,071 | Shares | Sole | 2024-07-16 |
| 2024-06-30 | $234,678 | 600 | Shares | Sole | 2024-07-16 |
| 2024-06-30 | $39,113 | 100 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $14,744,167 | 37,068 | Shares | Sole | 2024-04-15 |
| 2024-03-31 | $2,386,560 | 6,000 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $5,653,050 | 15,000 | Shares | Sole | 2024-01-30 |
| 2023-12-31 | $14,428,844 | 38,286 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $14,580,373 | 43,530 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $256,512 | 746 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $243,477 | 732 | Shares | Sole | 2023-04-25 |