Back to WMS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WMS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WMS Position History
Advanced Drainage Systems, Inc. • Industrials
Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $763K |
| Q4 2025 | $1.2M |
| Q1 2026 | $977K |
| Q2 2026 | $1.2M |
| Q3 2026 | $1.4M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.4M | 11.3K | — | — |
| Q2 2026 | $1.2M | 7.8K | — | — |
| Q1 2026 | $977K | 7.1K | — | — |
| Q4 2025 | $1.2M | 8.0K | — | — |
| Q3 2025 | $763K | 5.5K | — | — |
Other funds holding WMS
$586.5M
$422.8M
$422.8M
$347.8M
$341.4M
$145M
$130.6M
$126.2M