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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → FSV
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC FSV Position History
FirstService Corporation • Real Estate
Quarters held
5
Latest value
$323K
Q3 2026
Peak value
$439K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $420K |
| Q4 2025 | $369K |
| Q1 2026 | $439K |
| Q2 2026 | $363K |
| Q3 2026 | $323K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $323K | 2.5K | — | — |
| Q2 2026 | $363K | 2.5K | — | — |
| Q1 2026 | $439K | 3.1K | — | — |
| Q4 2025 | $369K | 2.3K | — | — |
| Q3 2025 | $420K | 2.2K | — | — |
Other funds holding FSV
$295.5M
$278.2M
$264.8M
$258.4M