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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → TRU
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TRU Position History
TransUnion • Financial Services
Quarters held
5
Latest value
$999K
Q3 2026
Peak value
$2.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $645K |
| Q4 2025 | $1.4M |
| Q1 2026 | $2.1M |
| Q2 2026 | $1.2M |
| Q3 2026 | $999K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $999K | 15.5K | — | — |
| Q2 2026 | $1.2M | 15.4K | — | — |
| Q1 2026 | $2.1M | 31.0K | — | — |
| Q4 2025 | $1.4M | 17.2K | — | — |
| Q3 2025 | $645K | 8.5K | — | — |
Other funds holding TRU
$1.7B
$1.6B
$1.5B
$1.5B
$1.5B
$1.1B
$844M