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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → DLX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC DLX Position History
Deluxe Corporation • Financial Services
Quarters held
5
Latest value
$713K
Q3 2026
Peak value
$839K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $479K |
| Q4 2025 | $535K |
| Q1 2026 | $839K |
| Q2 2026 | $774K |
| Q3 2026 | $713K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $713K | 30.9K | — | — |
| Q2 2026 | $774K | 31.6K | — | — |
| Q1 2026 | $839K | 30.3K | — | — |
| Q4 2025 | $535K | 24.2K | — | — |
| Q3 2025 | $479K | 25.2K | — | — |
Other funds holding DLX
$114.4M
$113.2M
$106.6M
$100.5M
$86.8M
$79.5M
$79.4M
$76.3M