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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SSNC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SSNC Position History
SS&C Technologies Holdings, Inc. • Technology
Quarters held
5
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.3M |
| Q4 2025 | $3.6M |
| Q1 2026 | $2.3M |
| Q2 2026 | $4.9M |
| Q3 2026 | $6.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $6.8M | 95.9K | — | — |
| Q2 2026 | $4.9M | 84.0K | — | — |
| Q1 2026 | $2.3M | 39.3K | — | — |
| Q4 2025 | $3.6M | 40.7K | — | — |
| Q3 2025 | $3.3M | 37.5K | — | — |