WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in TRV
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $63,809,719 | 219,988 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $54,585,555 | 195,493 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $46,195,061 | 172,666 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $42,927,676 | 162,322 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $38,395,457 | 159,390 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $30,759,856 | 131,385 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $29,461,729 | 144,889 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $30,546,021 | 132,728 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $25,099,533 | 131,763 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $21,351,312 | 130,741 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $880,803 | 5,072 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $3,488,022 | 20,349 | Shares | Sole | 2023-04-25 |