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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PFS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PFS Position History
Provident Financial Services, Inc. • Financial Services
Quarters held
6
Latest value
$857K
Q3 2026
Peak value
$857K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $399K |
| Q3 2025 | $460K |
| Q4 2025 | $467K |
| Q1 2026 | $552K |
| Q2 2026 | $662K |
| Q3 2026 | $857K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $857K | 38.6K | — | — |
| Q2 2026 | $662K | 28.1K | — | — |
| Q1 2026 | $552K | 25.9K | — | — |
| Q4 2025 | $467K | 23.1K | — | — |
| Q3 2025 | $460K | 23.4K | — | — |
| Q3 2025 | $399K | 17.4K | — | — |
Other funds holding PFS
$190.2M
$190.2M
$154.1M
$150.2M
$65.5M