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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FRSH
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FRSH Position History
Freshworks Inc.
Quarters held
5
Latest value
$4.3M
Q3 2026
Peak value
$4.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $245K |
| Q4 2025 | $940K |
| Q1 2026 | $872K |
| Q2 2026 | $3.3M |
| Q3 2026 | $4.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $4.3M | 350.6K | — | — |
| Q2 2026 | $3.3M | 364.6K | — | — |
| Q1 2026 | $872K | 120.3K | — | — |
| Q4 2025 | $940K | 79.7K | — | — |
| Q3 2025 | $245K | 21.9K | — | — |
Other funds holding FRSH
$388.3M
$362.8M
$312.3M
$290.6M
$168.9M