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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UE
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UE Position History
Urban Edge Properties • Real Estate
Quarters held
5
Latest value
$639K
Q3 2026
Peak value
$1.3M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.3M |
| Q1 2026 | $441K |
| Q2 2026 | $653K |
| Q3 2026 | $639K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $639K | 33.1K | — | — |
| Q2 2026 | $653K | 28.7K | — | — |
| Q1 2026 | $441K | 21.6K | — | — |
| Q4 2025 | $1.3M | 67.0K | — | — |
| Q3 2025 | $1.1M | 57.9K | — | — |
Other funds holding UE
$396.9M
$379.7M
$377.9M
$370.8M
$260.6M
$255.7M
$241.8M
$165.9M