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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → WSFS
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WSFS Position History
WSFS Financial Corporation • Financial Services
Quarters held
5
Latest value
$754K
Q3 2026
Peak value
$754K
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $318K |
| Q4 2025 | $405K |
| Q1 2026 | $458K |
| Q2 2026 | $715K |
| Q3 2026 | $754K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $754K | 10.0K | — | — |
| Q2 2026 | $715K | 9.2K | — | — |
| Q1 2026 | $458K | 6.9K | — | — |
| Q4 2025 | $405K | 7.2K | — | — |
| Q3 2025 | $318K | 5.9K | — | — |
Other funds holding WSFS
$232.7M
$232.7M
$190M
$72.4M
$71.1M