WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in WES
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $2,145,798 | 54,324 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $2,080,680 | 52,957 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $1,976,331 | 51,068 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $2,148,352 | 52,450 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $1,625,358 | 42,294 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $1,254,468 | 32,788 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $1,220,585 | 30,722 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $512,559 | 14,418 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $432,287 | 14,774 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $404,093 | 14,840 | Shares | Sole | 2023-11-13 |