WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in IBKR
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $36,649,240 | 569,884 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $3,521,489 | 51,177 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $16,085,689 | 290,303 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $2,002,148 | 48,364 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $618,345 | 14,000 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $439,785 | 12,623 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $443,597 | 14,473 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $389,923 | 13,962 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $655,428 | 31,625 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $261,108 | 12,066 | Shares | Sole | 2023-11-13 |