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 |
---|---|---|---|---|---|---|---|---|---|
FOX CORP | CL A COM | 1751 | $455,723 | 14,574 | 0.00 | 0.00 | 2,081 | 16.66 | 03-31-2024 |
BLOOM ENERGY CORP | COM CL A | 1752 | $454,388 | 40,426 | 0.00 | 0.00 | 22 | 0.05 | 03-31-2024 |
VAIL RESORTS INC | COM | Liquidated | $0 | 0 | 0.00 | 2,044 | +Inf | 12-31-2023 | |
TRANSUNION | COM | 1754 | $452,340 | 5,668 | 0.00 | 0.00 | -763 | -11.86 | 03-31-2024 |