WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in TRI — Thomson Reuters Corp /Can/
CIK 1632972
PLYMOUTH, MN
Position in TRI
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$2,721,734
-$228,890 QoQ
Shares Held
33,326
+1.6% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#4
of 29 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 16.692672387925345.ToString("F0")%
Shared 0.ToString("F0")%
None 83.30732761207466.ToString("F0")%
Common Shares in TRI Over Time
Shares Held
Position Value (USD)
Position in Specialty Business Services
Industrials · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $45,624,246 across 20 Specialty Business Services names. TRI ranks #6 (6.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTAS |
Cintas Corp
|
56,354 | $9,584,688 | |
| 2 | ARMK |
Aramark
|
151,853 | $8,640,435 | |
| 3 | CPRT |
Copart Inc
|
181,302 | $5,110,903 | |
| 4 | CBZ |
CBIZ, Inc.
|
116,044 | $3,722,691 | |
| 5 | RTO |
Rentokil Initial PLC /Fi
|
112,301 | $3,212,931 | |
| 6 | TRI |
Thomson Reuters Corp /Can/
This page
|
33,326 | $2,721,734 | |
| 7 | GPN |
Global Payments Inc
|
32,619 | $2,366,834 | |
| 8 | CMPR |
CIMPRESS plc
|
16,765 | $1,705,000 |
All Filings in TRI
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,721,734 | 33,326 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $2,950,624 | 32,792 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $2,575,020 | 19,524 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $3,003,460 | 19,336 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,976,340 | 19,770 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $4,163,825 | 24,099 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $1,411,023 | 8,798 | Shares | Sole | 2025-03-17 | |
| 2024-09-30 | $1,255,957 | 7,362 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $1,252,475 | 7,430 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $1,146,285 | 7,356 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $925,426 | 6,329 | Shares | Sole | 2024-01-30 | |
| 2023-09-30 | $762,053 | 6,230 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $775,635 | 5,748 | Shares | Sole | 2023-07-21 | |
| No filing history on record for this holder in this stock. | ||||||