WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in EPD
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $38,310,289 | 1,194,956 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $36,686,808 | 1,173,227 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $36,092,445 | 1,163,897 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $38,102,561 | 1,116,068 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $33,501,386 | 1,068,284 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $27,986,033 | 961,389 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $27,433,308 | 946,629 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $26,559,577 | 910,198 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $23,225,706 | 881,431 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $21,440,919 | 783,373 | Shares | Sole | 2023-11-13 |
| 2023-03-31 | $1,058,118 | 40,854 | Shares | Sole | 2023-04-25 |