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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AVA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AVA Position History
Avista Corporation • Utilities
Quarters held
5
Latest value
$364K
Q3 2026
Peak value
$961K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $223K |
| Q4 2025 | $316K |
| Q1 2026 | $332K |
| Q2 2026 | $961K |
| Q3 2026 | $364K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $364K | 10.3K | — | — |
| Q2 2026 | $961K | 22.9K | — | — |
| Q1 2026 | $332K | 8.0K | — | — |
| Q4 2025 | $316K | 8.1K | — | — |
| Q3 2025 | $223K | 6.0K | — | — |
Other funds holding AVA
$426.8M
$412.8M
$398.1M
$396.4M
$395.8M
$385.5M
$383.8M
$314.8M