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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
WISDOMTREE TR | EUROPE HEDGED EQ | 1151 | $1,460,056 | 30,229 | 0.00 | 0.00 | -628 | -2.04 | 03-31-2024 |
VANGUARD WORLD FD | FINANCIALS ETF | 1152 | $1,455,083 | 14,211 | 0.00 | 0.00 | -1,761 | -11.03 | 03-31-2024 |
COSTAR GROUP INC | COM | 1153 | $1,451,318 | 15,024 | 0.00 | 0.00 | 3,008 | 25.03 | 03-31-2024 |
PINNACLE FINL PARTNERS INC | COM | 1154 | $1,449,214 | 16,875 | 0.00 | 0.00 | 4,371 | 34.96 | 03-31-2024 |