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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PRI
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PRI Position History
Primerica, Inc. • Financial Services
Quarters held
5
Latest value
$2.1M
Q3 2026
Peak value
$2.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2M |
| Q4 2025 | $1.5M |
| Q1 2026 | $1.1M |
| Q2 2026 | $2.2M |
| Q3 2026 | $2.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.1M | 7.8K | — | — |
| Q2 2026 | $2.2M | 7.2K | — | — |
| Q1 2026 | $1.1M | 4.4K | — | — |
| Q4 2025 | $1.5M | 5.6K | — | — |
| Q3 2025 | $2M | 7.1K | — | — |
Other funds holding PRI
$509.7M
$447.1M
$434.9M
$427.9M
$410.5M
$387.2M
$370.5M