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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → CFG-PI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC CFG-PI Position History
Citizens Financial Group, Inc. • Banking
Quarters held
5
Latest value
$13.9M
Q3 2026
Peak value
$14.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $11.3M |
| Q4 2025 | $14.1M |
| Q1 2026 | $10.4M |
| Q2 2026 | $13.1M |
| Q3 2026 | $13.9M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $13.9M | 235.0K | — | — |
| Q2 2026 | $13.1M | 198.8K | — | — |
| Q1 2026 | $10.4M | 181.1K | — | — |
| Q4 2025 | $14.1M | 226.2K | — | — |
| Q3 2025 | $11.3M | 212.5K | — | — |
Other funds holding CFG-PI
$1.5B
$1.5B
$1.2B
$782.2M
$550.2M
$523.1M
$441.7M