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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → PRIM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC PRIM Position History
Primoris Services Corporation • Industrials
Quarters held
5
Latest value
$747K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $626K |
| Q4 2025 | $1.1M |
| Q1 2026 | $1.3M |
| Q2 2026 | $788K |
| Q3 2026 | $747K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $747K | 9.0K | — | — |
| Q2 2026 | $788K | 9.1K | — | — |
| Q1 2026 | $1.3M | 9.1K | — | — |
| Q4 2025 | $1.1M | 8.8K | — | — |
| Q3 2025 | $626K | 4.6K | — | — |
Other funds holding PRIM
$295.3M
$180M
$180M
$110.1M
$109.3M