WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in PEP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $183,467,069 | 1,278,338 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $179,720,646 | 1,279,697 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $156,705,864 | 1,186,806 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $160,134,420 | 1,067,990 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $168,860,197 | 1,110,484 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $169,874,338 | 998,967 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $159,549,158 | 967,375 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $163,513,593 | 934,310 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $160,594,929 | 945,566 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $163,745,460 | 966,392 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $10,459,743 | 56,472 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $10,178,355 | 55,833 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $5,606,060 | 31,031 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $653,529 | 4,003 | Shares | Sole | 2022-10-17 |
| 2022-06-30 | $666,640 | 4,000 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $680,064 | 4,063 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $905,723 | 5,214 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $492,442 | 3,274 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $469,847 | 3,171 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $436,373 | 3,085 | Shares | Sole | 2021-05-12 |
| 2020-03-31 | $224,346 | 1,868 | Shares | Sole | 2020-05-01 |