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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CARE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CARE Position History
Carter Bankshares, Inc.
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $273K |
| Q4 2025 | $370K |
| Q1 2026 | $381K |
| Q2 2026 | $460K |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 42.0K | — | — |
| Q2 2026 | $460K | 11.4K | — | — |
| Q1 2026 | $381K | 10.6K | — | — |
| Q4 2025 | $370K | 10.6K | — | — |
| Q3 2025 | $273K | 9.4K | — | — |