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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → OTF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC OTF Position History
Blue Owl Technology Finance Corp. • Financial Services
Quarters held
5
Latest value
$1.1M
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $435K |
| Q4 2025 | $1M |
| Q1 2026 | $932K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 113.9K | — | — |
| Q2 2026 | $1.2M | 113.8K | — | — |
| Q1 2026 | $932K | 81.1K | — | — |
| Q4 2025 | $1M | 74.0K | — | — |
| Q3 2025 | $435K | 31.1K | — | — |