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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → DK
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DK Position History
Delek US Holdings, Inc. • Energy
Quarters held
5
Latest value
$717K
Q3 2026
Peak value
$717K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $232K |
| Q4 2025 | $206K |
| Q1 2026 | $355K |
| Q2 2026 | $485K |
| Q3 2026 | $717K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $717K | 9.4K | — | — |
| Q2 2026 | $485K | 8.7K | — | — |
| Q1 2026 | $355K | 7.9K | — | — |
| Q4 2025 | $206K | 7.0K | — | — |
| Q3 2025 | $232K | 7.4K | — | — |
Other funds holding DK
$163.8M
$163.8M
$137.4M
$110.9M
$95.7M