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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → TW
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC TW Position History
Tradeweb Markets Inc. • Financial Services
Quarters held
5
Latest value
$5.2M
Q3 2026
Peak value
$11.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $6.9M |
| Q1 2026 | $11.1M |
| Q2 2026 | $9.1M |
| Q3 2026 | $5.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $5.2M | 49.6K | — | — |
| Q2 2026 | $9.1M | 96.6K | — | — |
| Q1 2026 | $11.1M | 94.1K | — | — |
| Q4 2025 | $6.9M | 62.6K | — | — |
| Q3 2025 | $1.5M | 14.3K | — | — |
Other funds holding TW
$347.3M
$335.8M
$323M
$279.8M
$279.8M