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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MTRX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MTRX Position History
Matrix Service Company
Quarters held
4
Latest value
$595K
Q3 2026
Peak value
$595K
First seen
Q1 2026
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q1 2026 | $378K |
| Q2 2026 | $157K |
| Q2 2026 | $504K |
| Q3 2026 | $595K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $595K | 2.6K | — | — |
| Q2 2026 | $504K | 2.5K | — | — |
| Q2 2026 | $157K | 12.6K | — | — |
| Q1 2026 | $378K | 2.3K | — | — |
Other funds holding MTRX
$232.3M
$232.3M
$198M
$55.4M
$52.7M