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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BR Position History
Broadridge Financial Solutions, Inc. • Financial Services
Quarters held
5
Latest value
$7.3M
Q3 2026
Peak value
$8.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $7.5M |
| Q4 2025 | $8.2M |
| Q1 2026 | $5.6M |
| Q2 2026 | $4.3M |
| Q3 2026 | $7.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.3M | 45.9K | — | — |
| Q2 2026 | $4.3M | 29.3K | — | — |
| Q1 2026 | $5.6M | 37.0K | — | — |
| Q4 2025 | $8.2M | 36.8K | — | — |
| Q3 2025 | $7.5M | 31.8K | — | — |
Other funds holding BR
$900.2M
$827.4M
$787.8M
$787.8M
$659M
$544.6M
$504.3M
$258.3M