Back to AEFC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AEFC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AEFC Position History
Aegon Funding Company LLC 5.10%
Quarters held
5
Latest value
$457K
Q3 2026
Peak value
$579K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $490K |
| Q4 2025 | $579K |
| Q1 2026 | $220K |
| Q2 2026 | $328K |
| Q3 2026 | $457K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $457K | 55.2K | — | — |
| Q2 2026 | $328K | 37.2K | — | — |
| Q1 2026 | $220K | 29.8K | — | — |
| Q4 2025 | $579K | 73.4K | — | — |
| Q3 2025 | $490K | 62.5K | — | — |
Other funds holding AEFC
$774.6M
$757.9M
$752.6M
$724.2M
$719.9M
$719.9M
$693.6M
$685.4M