Back to SRCE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SRCE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SRCE Position History
1st Source Corporation
Quarters held
4
Latest value
$549K
Q3 2026
Peak value
$549K
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $295K |
| Q1 2026 | $346K |
| Q2 2026 | $484K |
| Q3 2026 | $549K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $549K | 6.5K | — | — |
| Q2 2026 | $484K | 5.9K | — | — |
| Q1 2026 | $346K | 4.9K | — | — |
| Q4 2025 | $295K | 4.6K | — | — |
Other funds holding SRCE
$74.9M
$65.2M
$61.6M
$56.6M
$56.6M
$42.9M