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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → LBRT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC LBRT Position History
Liberty Energy Inc.
Quarters held
5
Latest value
$710K
Q3 2026
Peak value
$1.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.3M |
| Q2 2026 | $980K |
| Q3 2026 | $710K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $710K | 37.7K | — | — |
| Q2 2026 | $980K | 40.0K | — | — |
| Q1 2026 | $1.3M | 46.9K | — | — |
| Q4 2025 | $1.5M | 81.4K | — | — |
| Q3 2025 | $1M | 78.5K | — | — |
Other funds holding LBRT
$516.5M
$500.2M
$473.5M
$374.4M
$364.5M
$335.7M
$311.1M
$301.8M