WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in IVT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $956,629 | 33,911 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $1,087,388 | 37,994 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $782,078 | 28,543 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $500,582 | 17,044 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $482,200 | 16,004 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $638,778 | 22,516 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $708,953 | 28,633 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $407,812 | 15,862 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $490,683 | 19,364 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $664,465 | 27,907 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $324,052 | 14,004 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $315,900 | 13,500 | Shares | Sole | 2023-04-25 |