WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in SAM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,402,984 | 7,190 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,333,231 | 11,036 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $385,817 | 2,022 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $375,934 | 1,574 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $2,082,461 | 6,942 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $1,652,145 | 5,714 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $356,298 | 1,168 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $286,459 | 941 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $279,236 | 808 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $290,199 | 745 | Shares | Sole | 2023-11-13 |
| 2021-03-31 | $2,652,609 | 2,199 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $2,148,660 | 2,161 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $1,334,756 | 1,511 | Shares | Sole | 2020-11-12 |