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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OLLI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OLLI Position History
Ollie's Bargain Outlet Holdings, Inc. • Consumer Cyclical
Quarters held
5
Latest value
$662K
Q3 2026
Peak value
$1.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $906K |
| Q4 2025 | $1.7M |
| Q1 2026 | $1.7M |
| Q2 2026 | $391K |
| Q3 2026 | $662K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $662K | 7.6K | — | — |
| Q2 2026 | $391K | 6.0K | — | — |
| Q1 2026 | $1.7M | 18.2K | — | — |
| Q4 2025 | $1.7M | 14.3K | — | — |
| Q3 2025 | $906K | 7.4K | — | — |
Other funds holding OLLI
$473.7M
$439.9M
$346.9M
$335.4M
$301.8M
$275.2M
$205.6M