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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PPT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PPT Position History
Franklin Premier Income Trust • Financial Services
Quarters held
7
Latest value
$33.7M
Q3 2026
Peak value
$47.5M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $42.5M |
| Q4 2025 | $47.5M |
| Q1 2026 | $32.6M |
| Q1 2026 | $84K |
| Q2 2026 | $32.2M |
| Q3 2026 | $178K |
| Q3 2026 | $33.7M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $33.7M | 629.2K | — | — |
| Q3 2026 | $178K | 24.5K | — | — |
| Q2 2026 | $32.2M | 621.4K | — | — |
| Q1 2026 | $84K | 10.7K | — | — |
| Q1 2026 | $32.6M | 699.9K | — | — |
| Q4 2025 | $47.5M | 1.01M | — | — |
| Q3 2025 | $42.5M | 995.6K | — | — |
Other funds holding PPT
$890.7M
$825.7M
$654.8M
$459.3M
$438.7M
$435.9M