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 |
|---|---|---|---|---|---|---|---|---|---|
| CBIZ INC | COM | 1201 | $1,259,925 | 16,050 | 0.00 | 0.00 | 11 | 0.07 | 03-31-2024 |
| SPDR SER TR | S&P 400 MDCP GRW | 1202 | $1,259,452 | 14,428 | 0.00 | 0.00 | -662 | -4.39 | 03-31-2024 |
| ICON PLC | SHS | 1203 | $1,257,797 | 3,744 | 0.00 | 0.00 | 482 | 14.78 | 03-31-2024 |
| CALAMOS GBL DYN INCOME FUND | COM | 1204 | $1,251,847 | 192,296 | 0.00 | 0.00 | -7,525 | -3.77 | 03-31-2024 |
