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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → VLYPN
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VLYPN Position History
Valley National Bancorp • Banking
Quarters held
5
Latest value
$2.5M
Q3 2026
Peak value
$2.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.5M |
| Q4 2025 | $1.9M |
| Q1 2026 | $2.4M |
| Q2 2026 | $2.9M |
| Q3 2026 | $2.5M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $2.5M | 204.7K | — | — |
| Q2 2026 | $2.9M | 208.4K | — | — |
| Q1 2026 | $2.4M | 202.9K | — | — |
| Q4 2025 | $1.9M | 155.6K | — | — |
| Q3 2025 | $1.5M | 135.7K | — | — |
Other funds holding VLYPN
$531.5M
$487.8M
$477.6M
$438.8M
$432.3M
$351.3M
$351.3M