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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → DFIN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DFIN Position History
Donnelley Financial Solutions, Inc. • Financial Services
Quarters held
5
Latest value
$541K
Q3 2026
Peak value
$541K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $52K |
| Q4 2025 | $130K |
| Q1 2026 | $127K |
| Q2 2026 | $228K |
| Q3 2026 | $541K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $541K | 21.4K | — | — |
| Q2 2026 | $228K | 15.3K | — | — |
| Q1 2026 | $127K | 12.6K | — | — |
| Q4 2025 | $130K | 2.1K | — | — |
| Q3 2025 | $52K | 968 | — | — |
Other funds holding DFIN
$54.7M
$50.4M
$50.4M
$40.6M
$34.6M