Advisors Asset Management, Inc.
Holdings in WES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $9,287,279 | 235,121 | Shares | Sole | 2026-02-12 |
| 2025-09-30 | $7,341,454 | 186,853 | Shares | Sole | 2025-11-06 |
| 2025-06-30 | $6,079,731 | 157,099 | Shares | Sole | 2025-08-12 |
| 2025-03-31 | $5,491,752 | 134,076 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $4,030,692 | 104,884 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $2,847,883 | 74,435 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $3,061,991 | 77,070 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $2,629,384 | 73,963 | Shares | Sole | 2024-05-14 |
| 2023-12-31 | $2,423,927 | 82,841 | Shares | Sole | 2024-02-14 |
| 2023-09-30 | $2,216,712 | 81,407 | Shares | Sole | 2023-11-14 |
| 2023-06-30 | $2,688,809 | 101,388 | Shares | Sole | 2023-08-14 |
| 2023-03-31 | $2,622,918 | 99,466 | Shares | Sole | 2023-05-12 |
| 2022-12-31 | $3,111,673 | 115,891 | Shares | Sole | 2023-02-13 |
| 2022-09-30 | $2,872,995 | 114,189 | Shares | Sole | 2022-11-08 |
| 2022-06-30 | $3,212,663 | 132,154 | Shares | Sole | 2022-08-08 |
| 2022-03-31 | $3,521,241 | 139,621 | Shares | Sole | 2022-05-17 |
| 2021-12-31 | $3,287,319 | 147,612 | Shares | Sole | 2022-02-15 |
| 2021-09-30 | $2,723,710 | 129,948 | Shares | Sole | 2021-11-12 |
| 2021-06-30 | $2,370,208 | 110,654 | Shares | Sole | 2021-07-30 |
| 2021-03-31 | $1,698,308 | 91,356 | Shares | Sole | 2021-05-07 |
| 2020-12-31 | $975,153 | 70,561 | Shares | Sole | 2021-02-12 |
| 2020-09-30 | $520,632 | 65,079 | Shares | Sole | 2020-11-16 |
| 2020-06-30 | $577,972 | 57,567 | Shares | Sole | 2020-08-12 |
| 2020-03-31 | $146,584 | 45,242 | Shares | Sole | 2020-05-15 |