WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in UWMC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,202,104 | 274,453 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $1,285,014 | 211,004 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $709,753 | 171,438 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $648,211 | 118,720 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $327,886 | 55,858 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $416,474 | 48,882 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $341,150 | 49,228 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $375,574 | 51,732 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $428,156 | 59,882 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $299,924 | 61,840 | Shares | Sole | 2023-11-13 |