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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MAX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MAX Position History
MediaAlpha, Inc. • Services
Quarters held
5
Latest value
$166K
Q3 2026
Peak value
$313K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $227K |
| Q4 2025 | $313K |
| Q1 2026 | $196K |
| Q2 2026 | $198K |
| Q3 2026 | $166K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $166K | 15.5K | — | — |
| Q2 2026 | $198K | 14.8K | — | — |
| Q1 2026 | $196K | 20.9K | — | — |
| Q4 2025 | $313K | 26.4K | — | — |
| Q3 2025 | $227K | 20.2K | — | — |
Other funds holding MAX
$21.5M
$17.9M
$13.9M
$12.9M
$12.9M
$12.8M
$10.8M