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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → BWIN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC BWIN Position History
The Baldwin Insurance Group, Inc. • Financial Services
Quarters held
5
Latest value
$2.7M
Q3 2026
Peak value
$4.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.5M |
| Q4 2025 | $3.5M |
| Q1 2026 | $1.9M |
| Q2 2026 | $2.5M |
| Q3 2026 | $2.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.7M | 84.0K | — | — |
| Q2 2026 | $2.5M | 94.0K | — | — |
| Q1 2026 | $1.9M | 83.5K | — | — |
| Q4 2025 | $3.5M | 138.6K | — | — |
| Q3 2025 | $4.5M | 154.7K | — | — |
Other funds holding BWIN
$149.9M
$134.5M
$128.9M
$116.7M
$115.6M
$102.3M
$95M
$94.3M