WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in SUN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,088,066 | 39,841 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,048,809 | 40,968 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $2,202,602 | 41,101 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $305,511 | 5,262 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $256,325 | 4,983 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $235,708 | 4,391 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $220,619 | 3,902 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $201,248 | 3,338 | Shares | Sole | 2024-04-15 |