WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in EFR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $159,647 | 14,331 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $165,090 | 14,431 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $179,751 | 14,831 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $181,679 | 14,831 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $215,436 | 16,831 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $277,797 | 21,788 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $362,760 | 27,734 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $310,543 | 23,833 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $301,092 | 23,783 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $251,052 | 20,731 | Shares | Sole | 2023-11-13 |