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 |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MICRO-CAP ETF | 1701 | $495,095 | 4,085 | 0.00 | 0.00 | 1 | 0.02 | 03-31-2024 |
CROWN HLDGS INC | COM | 1702 | $493,395 | 6,225 | 0.00 | 0.00 | -1,356 | -17.89 | 03-31-2024 |
DIGIMARC CORP NEW | COM | 1703 | $493,138 | 18,925 | 0.00 | 0.00 | 1,050 | 5.87 | 03-31-2024 |
GREYSTONE HOUSING IMPACT INV | BEN UNIT CTF | 1704 | $492,935 | 30,260 | 0.00 | 30,260 | +Inf | 03-31-2024 |