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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → UWMC
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC UWMC Position History
UWM Holdings Corporation
Quarters held
5
Latest value
$48K
Q3 2026
Peak value
$1.2M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.1M |
| Q4 2025 | $1.2M |
| Q1 2026 | $364K |
| Q2 2026 | $164K |
| Q3 2026 | $48K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $48K | 44.2K | — | — |
| Q2 2026 | $164K | 78.9K | — | — |
| Q1 2026 | $364K | 97.9K | — | — |
| Q4 2025 | $1.2M | 274.5K | — | — |
| Q3 2025 | $1.1M | 211.0K | — | — |