WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in EVV — Eaton Vance Ltd Duration Income Fund
CIK 1632972
PLYMOUTH, MN
Position in EVV
as of Mar 31, 2026
· filed Apr 8, 2026
Position Value
$527,017
-$68,346 QoQ
Shares Held
55,769
-7.2% QoQ
Ownership
0.048%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
5 quarters on record
Voting authority
Sole 97.99530204952572.ToString("F0")%
Shared 0.ToString("F0")%
None 2.0046979504742777.ToString("F0")%
Common Shares in EVV Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Mar 31, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $366,045,203 across 167 Asset Management names. EVV ranks #78 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
49,242 | $47,356,523 | |
| 2 | PHYS |
Sprott Physical Gold Trust
|
1,112,010 | $39,409,634 | |
| 3 | IVZ |
Invesco Ltd.
|
1,515,077 | $36,801,220 | |
| 4 | BX |
Blackstone Inc.
|
233,763 | $26,880,407 | |
| 5 | PSLV |
Sprott Physical Silver Trust
|
874,917 | $21,339,225 | |
| 6 | AMP |
Ameriprise Financial Inc
|
37,838 | $16,815,207 | |
| 7 | KKR |
KKR & Co. Inc.
|
129,586 | $11,986,705 | |
| 8 | CEF |
Sprott Physical Gold & Silver Trust
|
198,205 | $9,458,342 |
All Filings in EVV
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $527,017 | 55,769 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $595,363 | 60,077 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $617,769 | 60,864 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $579,761 | 56,507 | Shares | Sole | 2025-07-10 | |
| 2023-09-30 | $112,349 | 12,428 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||