WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in PII
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $3,793,102 | 59,970 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $3,484,137 | 59,937 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $2,421,357 | 59,566 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $426,717 | 10,423 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $228,751 | 3,970 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $284,597 | 3,419 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $268,681 | 3,431 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $388,565 | 3,881 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $461,150 | 4,866 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $627,964 | 6,030 | Shares | Sole | 2023-11-13 |