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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SUN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SUN Position History
Sunoco LP • Energy
Quarters held
5
Latest value
$1.5M
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $2.1M |
| Q4 2025 | $2.1M |
| Q1 2026 | $910K |
| Q2 2026 | $1.3M |
| Q3 2026 | $1.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.5M | 20.8K | — | — |
| Q2 2026 | $1.3M | 19.0K | — | — |
| Q1 2026 | $910K | 14.1K | — | — |
| Q4 2025 | $2.1M | 39.8K | — | — |
| Q3 2025 | $2.1M | 41.0K | — | — |
Other funds holding SUN
$366.5M
$335.7M
$314.1M
$304.1M
$273.9M
$273.9M
$157.2M