Back to FRMEP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FRMEP
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FRMEP Position History
First Merchants Corporation • Financial Services
Quarters held
7
Latest value
$759K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $488K |
| Q4 2025 | $524K |
| Q1 2026 | $502K |
| Q2 2026 | $861K |
| Q2 2026 | $243K |
| Q3 2026 | $1.2M |
| Q3 2026 | $759K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $759K | 15.4K | — | — |
| Q3 2026 | $1.2M | 30.4K | — | — |
| Q2 2026 | $243K | 5.1K | — | — |
| Q2 2026 | $861K | 20.0K | — | — |
| Q1 2026 | $502K | 12.7K | — | — |
| Q4 2025 | $524K | 13.7K | — | — |
| Q3 2025 | $488K | 12.8K | — | — |
Other funds holding FRMEP
$247.2M
$232.1M
$212M
$206.7M
$111.5M
$111.5M
$89.8M
$87.3M