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 |
---|---|---|---|---|---|---|---|---|---|
IDT CORP | CL B NEW | 301 | $23,276,176 | 615,609 | 0.00 | 615,609 | +Inf | 03-31-2024 | |
LINDE PLC | SHS | 302 | $23,204,869 | 49,976 | 0.00 | 0.00 | 1,968 | 4.10 | 03-31-2024 |
SOUTHERN CO | COM | 303 | $23,193,141 | 323,294 | 0.00 | 0.00 | 13,728 | 4.43 | 03-31-2024 |
SPDR SER TR | PORTFOLIO S&P400 | 304 | $22,960,902 | 430,463 | 0.00 | 0.00 | 20,583 | 5.02 | 03-31-2024 |