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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CATY
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CATY Position History
Cathay General Bancorp • Financial Services
Quarters held
5
Latest value
$951K
Q3 2026
Peak value
$951K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $571K |
| Q4 2025 | $628K |
| Q1 2026 | $543K |
| Q2 2026 | $690K |
| Q3 2026 | $951K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $951K | 70.7K | — | — |
| Q2 2026 | $690K | 65.8K | — | — |
| Q1 2026 | $543K | 65.3K | — | — |
| Q4 2025 | $628K | 12.0K | — | — |
| Q3 2025 | $571K | 11.7K | — | — |
Other funds holding CATY
$290.1M
$218.8M
$218.8M
$172.4M
$81.5M
$32.6M