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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CDP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CDP Position History
COPT Defense Properties • Real Estate
Quarters held
5
Latest value
$751K
Q3 2026
Peak value
$783K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $579K |
| Q4 2025 | $588K |
| Q1 2026 | $584K |
| Q2 2026 | $783K |
| Q3 2026 | $751K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $751K | 22.4K | — | — |
| Q2 2026 | $783K | 21.4K | — | — |
| Q1 2026 | $584K | 18.6K | — | — |
| Q4 2025 | $588K | 20.8K | — | — |
| Q3 2025 | $579K | 20.3K | — | — |
Other funds holding CDP
$467.1M
$455.3M
$454.5M
$448.9M
$252.1M
$252.1M
$247.7M
$234.8M