WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in UTG
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,427,009 | 66,348 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,421,772 | 61,125 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,979,299 | 54,707 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $1,528,533 | 46,974 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $675,535 | 21,317 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $611,709 | 18,644 | Shares | Sole | 2024-10-24 |
| 2024-03-31 | $301,143 | 11,170 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $443,001 | 16,567 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $491,866 | 19,954 | Shares | Sole | 2023-11-13 |