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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → AVPT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC AVPT Position History
AvePoint, Inc. • Technology
Quarters held
4
Latest value
$897K
Q3 2026
Peak value
$897K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $208K |
| Q1 2026 | $266K |
| Q2 2026 | $697K |
| Q3 2026 | $897K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $897K | 62.2K | — | — |
| Q2 2026 | $697K | 56.1K | — | — |
| Q1 2026 | $266K | 26.8K | — | — |
| Q4 2025 | $208K | 15.2K | — | — |
Other funds holding AVPT
$81.1M
$80.6M
$68.9M
$56.1M
$43.9M
$43.9M