WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in WEN
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $1,753,623 | 210,519 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $1,522,318 | 166,192 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,831,699 | 160,394 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $6,457,433 | 441,383 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $4,548,368 | 279,041 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $2,636,094 | 150,462 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $679,146 | 40,044 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $496,264 | 26,341 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $592,698 | 30,426 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $418,262 | 20,493 | Shares | Sole | 2023-11-13 |