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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → SUNFF
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SUNFF Position History
Sun Life Financial Inc. • Financial Services
Quarters held
5
Latest value
$990K
Q3 2026
Peak value
$990K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $772K |
| Q4 2025 | $824K |
| Q1 2026 | $711K |
| Q2 2026 | $837K |
| Q3 2026 | $990K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $990K | 24.5K | — | — |
| Q2 2026 | $837K | 21.3K | — | — |
| Q1 2026 | $711K | 22.0K | — | — |
| Q4 2025 | $824K | 12.9K | — | — |
| Q3 2025 | $772K | 12.7K | — | — |