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 |
---|---|---|---|---|---|---|---|---|---|
WISDOMTREE TR | US HIGH DIVIDEND | 2351 | $214,657 | 2,477 | 0.00 | 0.00 | -152 | -5.78 | 03-31-2024 |
GRANITE CONSTR INC | COM | 2352 | $214,530 | 3,755 | 0.00 | 0.00 | -2,052 | -35.34 | 03-31-2024 |
PATTERSON COS INC | COM | Liquidated | $0 | 0 | 0.00 | 0.00 | -2,336 | -23.67 | 03-31-2024 |
FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 2354 | $214,090 | 8,703 | 0.00 | 0.00 | -837 | -8.77 | 03-31-2024 |