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 |
|---|---|---|---|---|---|---|---|---|---|
| ZOETIS INC | CL A | 201 | $41,346,188 | 244,348 | 0.00 | 0.00 | 17,488 | 7.71 | 03-31-2024 |
| SPDR SER TR | PRTFLO S&P500 VL | 202 | $40,628,166 | 810,941 | 0.00 | 0.00 | -845,563 | -51.05 | 03-31-2024 |
| CROWDSTRIKE HLDGS INC | CL A | 203 | $40,435,898 | 126,130 | 0.00 | 0.00 | 13,233 | 11.72 | 03-31-2024 |
| HARBOR ETF TRUST | LONG TERM GROWER | 204 | $40,366,007 | 1,719,898 | 0.00 | 0.00 | 83,768 | 5.12 | 03-31-2024 |
