Back to ET

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → ET

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC ET Position History

Energy Transfer LP • Energy

Quarters held
5
Latest value
$19.5M
Q3 2026
Peak value
$19.5M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$18.7M
Q4 2025$17.7M
Q1 2026$15.5M
Q2 2026$17.3M
Q3 2026$19.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$19.5M944.1K——
Q2 2026$17.3M877.7K——
Q1 2026$15.5M817.5K——
Q4 2025$17.7M1.09M——
Q3 2025$18.7M1.12M——

Other funds holding ET

Other WEALTH ENHANCEMENT ADVISORY SERVICES, LLC positions

ETHA

ISHARES TR

$4.5B
ETHA

ISHARES TR

$4.4B
ETHA

ISHARES TR

$3.9B
ETHA

ISHARES TR

$3.6B
ETHA

ISHARES TR

$2.9B
AAPL

APPLE INC

$2.2B
AAPL

APPLE INC

$2B
AAPL

APPLE INC

$2B