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 |
---|---|---|---|---|---|---|---|---|---|
OXFORD INDS INC | COM | 1851 | $396,210 | 3,525 | 0.00 | 0.00 | 54 | 1.56 | 03-31-2024 |
INVESCO EXCH TRD SLF IDX FD | BULSHS 2027 CB | 1852 | $395,889 | 20,523 | 0.00 | 0.00 | 1,560 | 8.23 | 03-31-2024 |
HURON CONSULTING GROUP INC | COM | 1853 | $395,369 | 4,092 | 0.00 | 0.00 | -196 | -4.57 | 03-31-2024 |
CIBUS INC | CL A COM STK | Liquidated | $0 | 0 | 0.00 | 21,679 | +Inf | 12-31-2023 |