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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SMA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SMA Position History
SmartStop Self Storage REIT, Inc. • Financial Services
Quarters held
4
Latest value
$306K
Q3 2026
Peak value
$306K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $200K |
| Q4 2025 | $267K |
| Q2 2026 | $255K |
| Q3 2026 | $306K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $306K | 9.4K | — | — |
| Q2 2026 | $255K | 7.7K | — | — |
| Q4 2025 | $267K | 8.4K | — | — |
| Q3 2025 | $200K | 5.6K | — | — |