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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FDS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FDS Position History
FactSet Research Systems Inc. • Technology
Quarters held
5
Latest value
$8.6M
Q3 2026
Peak value
$8.6M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.7M |
| Q4 2025 | $6.1M |
| Q1 2026 | $1.9M |
| Q2 2026 | $7.4M |
| Q3 2026 | $8.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $8.6M | 32.5K | — | — |
| Q2 2026 | $7.4M | 32.1K | — | — |
| Q1 2026 | $1.9M | 8.5K | — | — |
| Q4 2025 | $6.1M | 20.9K | — | — |
| Q3 2025 | $1.7M | 6.1K | — | — |
Other funds holding FDS
$1.3B
$1.2B
$1.2B
$1.1B
$1.1B
$1.1B
$1.1B
$1.1B