Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| WEALTH ENHANCEMENT ADVISORY SERVICES LLC | 04-12-2024 | 03-31-2024 | 2481 | 38,666,183,409 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 101 | $87,004,059 | 302,066 | 0.00 | 0.00 | -6,882 | -2.23 | 03-31-2024 |
| COSTCO WHSL CORP NEW | COM | 102 | $85,675,152 | 116,942 | 0.00 | 0.00 | 9,344 | 8.68 | 03-31-2024 |
| SCHWAB STRATEGIC TR | US AGGREGATE B | 103 | $85,360,517 | 1,855,663 | 0.00 | 0.00 | -262,029 | -12.37 | 03-31-2024 |
| HUNTINGTON INGALLS INDS INC | COM | 104 | $85,180,657 | 292,245 | 0.00 | 0.00 | -59,222 | -16.85 | 03-31-2024 |
