WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in WEC
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $30,917,813 | 293,171 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $33,957,600 | 296,340 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $29,009,384 | 278,401 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $26,701,843 | 245,016 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $19,751,221 | 210,030 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $19,076,918 | 198,346 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $12,125,757 | 154,547 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $12,125,018 | 147,650 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $11,119,193 | 132,104 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $10,401,663 | 129,133 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $1,347,689 | 15,273 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $1,396,635 | 14,734 | Shares | Sole | 2023-04-25 |
| 2022-06-30 | $3,701,841 | 36,783 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $231,958 | 2,324 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $225,493 | 2,323 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $1,558,405 | 17,669 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $3,024,833 | 34,006 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $5,863,975 | 62,656 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $5,620,272 | 61,070 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $256,009 | 2,642 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $231,571 | 2,642 | Shares | Sole | 2020-10-13 |
| 2020-03-31 | $228,256 | 2,590 | Shares | Sole | 2020-05-01 |