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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → IVT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC IVT Position History
InvenTrust Properties Corp. • Real Estate
Quarters held
5
Latest value
$993K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $956K |
| Q1 2026 | $975K |
| Q2 2026 | $1.2M |
| Q3 2026 | $993K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $993K | 33.6K | — | — |
| Q2 2026 | $1.2M | 32.8K | — | — |
| Q1 2026 | $975K | 31.7K | — | — |
| Q4 2025 | $956K | 33.9K | — | — |
| Q3 2025 | $1M | 38.0K | — | — |