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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → MZTI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC MZTI Position History
The Marzetti Company • Manufacturing
Quarters held
5
Latest value
$306K
Q3 2026
Peak value
$1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $207K |
| Q4 2025 | $249K |
| Q1 2026 | $403K |
| Q2 2026 | $1M |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 3.0K | — | — |
| Q2 2026 | $1M | 9.0K | — | — |
| Q1 2026 | $403K | 2.8K | — | — |
| Q4 2025 | $249K | 1.5K | — | — |
| Q3 2025 | $207K | 1.3K | — | — |
Other funds holding MZTI
$526.4M
$287.2M
$144.7M
$136.6M
$136.6M
$119.7M
$119.7M
$114.2M