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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ERIE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ERIE Position History
Erie Indemnity Company • Financial Services
Quarters held
5
Latest value
$440K
Q3 2026
Peak value
$558K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $257K |
| Q4 2025 | $235K |
| Q1 2026 | $327K |
| Q2 2026 | $558K |
| Q3 2026 | $440K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $440K | 1.9K | — | — |
| Q2 2026 | $558K | 2.2K | — | — |
| Q1 2026 | $327K | 1.3K | — | — |
| Q4 2025 | $235K | 825 | — | — |
| Q3 2025 | $257K | 806 | — | — |
Other funds holding ERIE
$347.6M
$344.6M
$344.6M
$219.9M