WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in LIFE — Ethos Technologies Inc.
CIK 1632972
PLYMOUTH, MN
Position in LIFE
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$223,811
New position
Shares Held
12,338
first reported quarter
Ownership
0.019%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#49
of 72 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Insurance Brokers
Financial Services · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $51,224,284 across 11 Insurance Brokers names. LIFE ranks #9 (0.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MRSH |
Marsh & Mclennan Companies, Inc.
|
96,143 | $16,024,153 | |
| 2 | AON |
Aon plc
|
46,437 | $15,402,688 | |
| 3 | AJG |
Arthur J. Gallagher & Co.
|
49,438 | $11,349,481 | |
| 4 | BRO |
Brown & Brown, Inc.
|
41,422 | $2,657,221 | |
| 5 | BWIN |
Baldwin Insurance Group, Inc.
|
94,048 | $2,499,795 | |
| 6 | CRVL |
Corvel Corp
|
22,199 | $1,387,881 | |
| 7 | WTW |
Willis Towers Watson PLC
|
4,132 | $1,079,980 | |
| 8 | ERIE |
Erie Indemnity Co
|
2,214 | $530,806 |
All Filings in LIFE
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,811 | 12,338 | Shares | Sole | 2026-07-15 | |
| No filing history on record for this holder in this stock. | ||||||