WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in DOX
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $26,124,206 | 324,484 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $11,634,115 | 141,793 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $4,405,249 | 48,282 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $4,393,921 | 48,021 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $5,828,769 | 68,461 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $5,723,816 | 65,430 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $4,971,565 | 62,995 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $5,636,105 | 62,367 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $5,390,381 | 61,331 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $5,111,729 | 60,501 | Shares | Sole | 2023-11-13 |
| 2022-03-31 | $1,525,570 | 18,557 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $1,324,817 | 17,702 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,166,009 | 15,401 | Shares | Sole | 2021-11-03 |