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 | 0-5 YR TIPS ETF | 251 | $31,532,284 | 317,130 | 0.00 | 0.00 | 201,979 | 175.40 | 03-31-2024 |
ISHARES TR | CORE DIV GRWTH | 252 | $31,494,771 | 542,452 | 0.00 | 0.00 | -10,009 | -1.81 | 03-31-2024 |
TRAVELERS COMPANIES INC | COM | 253 | $30,545,979 | 132,728 | 0.00 | 0.00 | 965 | 0.73 | 03-31-2024 |
VANGUARD INDEX FDS | MID CAP ETF | 254 | $29,797,854 | 119,258 | 0.00 | 0.00 | 14,545 | 13.89 | 03-31-2024 |