WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
CIK
0001632972
City
PLYMOUTH
State / Country
MN
Holdings in FBIZ
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $794,680 | 14,635 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $734,914 | 14,337 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $662,835 | 13,084 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $623,605 | 13,226 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $563,765 | 12,179 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $552,186 | 12,112 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $476,505 | 12,882 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $480,900 | 12,824 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $514,242 | 12,824 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $384,608 | 12,816 | Shares | Sole | 2023-11-13 |