WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Holdings in WMT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $334,692,017 | 3,004,147 | Shares | Sole | 2026-01-08 |
| 2025-09-30 | $287,063,220 | 2,785,399 | Shares | Sole | 2025-10-29 |
| 2025-06-30 | $250,978,477 | 2,566,767 | Shares | Sole | 2025-07-10 |
| 2025-03-31 | $210,762,018 | 2,400,752 | Shares | Sole | 2025-04-16 |
| 2024-12-31 | $256,473,202 | 2,838,663 | Shares | Sole | 2025-03-17 |
| 2024-09-30 | $187,077,724 | 2,316,752 | Shares | Sole | 2024-10-24 |
| 2024-06-30 | $163,457,830 | 2,414,087 | Shares | Sole | 2024-07-16 |
| 2024-03-31 | $137,170,451 | 2,279,715 | Shares | Sole | 2024-04-15 |
| 2023-12-31 | $38,986,161 | 741,887 | Shares | Sole | 2024-01-30 |
| 2023-09-30 | $39,066,154 | 732,811 | Shares | Sole | 2023-11-13 |
| 2023-06-30 | $5,156,548 | 98,420 | Shares | Sole | 2023-07-21 |
| 2023-03-31 | $3,684,038 | 74,955 | Shares | Sole | 2023-04-25 |
| 2022-12-31 | $2,768,731 | 58,581 | Shares | Sole | 2023-02-01 |
| 2022-09-30 | $655,157 | 15,154 | Shares | Sole | 2022-10-17 |
| 2022-06-30 | $155,906 | 3,847 | Shares | Sole | 2022-07-18 |
| 2022-03-31 | $190,766 | 3,843 | Shares | Sole | 2022-04-18 |
| 2021-12-31 | $185,203 | 3,840 | Shares | Sole | 2022-02-08 |
| 2021-09-30 | $191,275 | 4,117 | Shares | Sole | 2021-11-03 |
| 2021-06-30 | $1,897,613 | 40,369 | Shares | Sole | 2021-08-10 |
| 2021-03-31 | $1,054,449 | 23,289 | Shares | Sole | 2021-05-12 |
| 2020-12-31 | $1,066,325 | 22,192 | Shares | Sole | 2021-02-10 |
| 2020-09-30 | $1,244,173 | 26,678 | Shares | Sole | 2020-11-12 |
| 2020-06-30 | $1,067,719 | 26,742 | Shares | Sole | 2020-10-13 |
| 2020-03-31 | $137,555 | 3,632 | Shares | Sole | 2020-05-01 |