WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in UPS
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $74,715,859 | 753,260 | Shares | Sole | 2026-01-08 |
| 2025-12-31 | $576,194 | 5,809 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $1,687,807 | 20,206 | Shares | Sole | 2025-10-29 |
| 2025-09-30 | $61,731,175 | 739,030 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $73,518,639 | 728,340 | Shares | Sole | 2025-07-10 |
| 2025-06-30 | $2,059,176 | 20,400 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $57,690,854 | 524,510 | Shares | Sole | 2025-04-16 |
| 2025-03-31 | $2,485,774 | 22,600 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $2,849,860 | 22,600 | Shares | Sole | 2025-03-17 |
| 2024-12-31 | $63,817,949 | 506,090 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $2,781,336 | 20,400 | Shares | Sole | 2024-10-24 |
| 2024-09-30 | $66,050,594 | 484,455 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $54,940,211 | 401,463 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $14,863 | 100 | Shares | Sole | 2024-04-15 |
| 2024-03-31 | $54,981,804 | 369,924 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $92,748,719 | 589,892 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $92,935,461 | 596,237 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $12,020,863 | 67,062 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $12,184,899 | 62,812 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $8,661,404 | 49,824 | Shares | Sole | 2023-02-01 |
| 2021-06-30 | $3,406,964 | 16,382 | Shares | Sole | 2021-08-10 |
| 2020-06-30 | $2,446,293 | 22,003 | Shares | Sole | 2020-10-13 |