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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SSB
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SSB Position History
SouthState Bank Corporation • Financial Services
Quarters held
6
Latest value
$5.8M
Q3 2026
Peak value
$5.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $4.2M |
| Q3 2025 | $4.2M |
| Q4 2025 | $3.5M |
| Q1 2026 | $3.1M |
| Q2 2026 | $4.3M |
| Q3 2026 | $5.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.8M | 62.3K | — | — |
| Q2 2026 | $4.3M | 45.7K | — | — |
| Q1 2026 | $3.1M | 33.4K | — | — |
| Q4 2025 | $3.5M | 36.2K | — | — |
| Q3 2025 | $4.2M | 42.0K | — | — |
| Q3 2025 | $4.2M | 42.0K | — | — |
Other funds holding SSB
$385.4M
$385.4M
$345.5M
$209.1M
$182.5M
$136.2M
$119.5M