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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OTEX
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OTEX Position History
Open Text Corporation • Technology
Quarters held
5
Latest value
$55K
Q3 2026
Peak value
$117K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $117K |
| Q4 2025 | $76K |
| Q1 2026 | $71K |
| Q2 2026 | $113K |
| Q3 2026 | $55K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $55K | 39.8K | — | — |
| Q2 2026 | $113K | 84.0K | — | — |
| Q1 2026 | $71K | 62.4K | — | — |
| Q4 2025 | $76K | 57.5K | — | — |
| Q3 2025 | $117K | 75.7K | — | — |
Other funds holding OTEX
$554.5M
$464.8M
$461.5M
$419.3M
$398.4M
$385.8M
$381.4M