WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in WM
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $174,306,049 | 793,346 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $152,042,117 | 688,503 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $115,543,803 | 504,955 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $137,106,935 | 592,229 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $115,889,207 | 574,306 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $108,370,521 | 522,016 | Shares | Sole | 2024-10-24 |
| 2024-09-30 | $1,058,760 | 5,100 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $213,340 | 1,000 | Shares | Sole | 2024-07-16 |
| 2024-06-30 | $103,309,041 | 484,246 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $104,495,508 | 490,244 | Shares | Sole | 2024-04-15 |
| 2024-03-31 | $959,175 | 4,500 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $89,021,834 | 497,051 | Shares | Sole | 2024-01-30 |
| 2023-12-31 | $1,092,510 | 6,100 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $78,023,212 | 511,829 | Shares | Sole | 2023-11-13 |
| 2023-09-30 | $929,884 | 6,100 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $691,598 | 3,988 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $4,888,899 | 29,962 | Shares | Sole | 2023-04-25 |
| 2020-03-31 | $1,579,628 | 17,066 | Shares | Sole | 2020-05-01 |