WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in PB
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $4,129,460 | 59,752 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,188,090 | 32,978 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,610,462 | 22,928 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $525,425 | 7,362 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $512,455 | 6,801 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $446,329 | 6,193 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $341,344 | 5,583 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $377,774 | 5,743 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $355,921 | 5,255 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $260,783 | 4,778 | Shares | Sole | 2023-11-13 |