WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in FDS — Factset Research Systems Inc
CIK 1632972
PLYMOUTH, MN
Position in FDS
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$7,384,417
+$5,529,370 QoQ
Shares Held
32,095
+275.4% QoQ
Ownership
0.090%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#126
of 762 holders
Holding Since
Dec 2022
12 quarters on record
Voting authority
Sole 4%
Shared 0%
None 96%
Common Shares in FDS Over Time
Shares Held
Position Value (USD)
Position in Financial Data & Stock Exchanges
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $155,919,540 across 11 Financial Data & Stock Exchanges names. FDS ranks #7 (4.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NDAQ |
Nasdaq, Inc.
|
390,916 | $30,811,999 | |
| 2 | MCO |
Moodys Corp /De/
|
54,203 | $24,549,622 | |
| 3 | CBOE |
Cboe Global Markets, Inc.
|
92,310 | $22,400,867 | |
| 4 | CME |
Cme Group Inc.
|
94,881 | $20,952,571 | |
| 5 | SPGI |
S&P Global Inc.
|
56,121 | $20,457,397 | |
| 6 | ICE |
Intercontinental Exchange, Inc.
|
141,227 | $17,386,455 | |
| 7 | FDS |
Factset Research Systems Inc
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|
32,095 | $7,384,417 | |
| 8 | MSCI |
MSCI Inc.
|
10,788 | $6,041,711 |
All Filings in FDS
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,384,417 | 32,095 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,855,047 | 8,549 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $6,065,841 | 20,903 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $1,743,005 | 6,084 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $2,577,674 | 5,763 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,694,651 | 5,927 | Shares | Sole | 2025-04-16 | |
| 2024-09-30 | $1,894,122 | 4,119 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,728,615 | 4,234 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,700,327 | 3,742 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $1,780,350 | 3,732 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $1,572,386 | 3,596 | Shares | Sole | 2023-11-13 | |
| 2022-12-31 | $1,229,708 | 3,065 | Shares | Sole | 2023-02-01 | |
| No filing history on record for this holder in this stock. | ||||||