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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SAFT
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SAFT Position History
Safety Insurance Group, Inc. • Insurance
Quarters held
5
Latest value
$483K
Q3 2026
Peak value
$627K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $380K |
| Q4 2025 | $627K |
| Q1 2026 | $609K |
| Q2 2026 | $585K |
| Q3 2026 | $483K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $483K | 4.6K | — | — |
| Q2 2026 | $585K | 7.7K | — | — |
| Q1 2026 | $609K | 8.3K | — | — |
| Q4 2025 | $627K | 8.3K | — | — |
| Q3 2025 | $380K | 5.4K | — | — |
Other funds holding SAFT
$59.9M
$59.9M
$55.1M
$26.8M
$25.7M