WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in SO
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $59,465,342 | 681,942 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $61,800,559 | 652,111 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $55,871,024 | 608,418 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $49,607,392 | 539,504 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $43,257,925 | 525,485 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $35,043,497 | 388,595 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $27,605,068 | 355,873 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $23,193,111 | 323,294 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $21,706,767 | 309,566 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $27,802,417 | 429,580 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $357,572 | 5,090 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $392,500 | 5,641 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $4,875,303 | 68,272 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $2,975,136 | 43,752 | Shares | Sole | 2022-10-17 |