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 |
|---|---|---|---|---|---|---|---|---|---|
| BERKSHIRE HATHAWAY INC DEL | CL A | 351 | $18,398,760 | 29 | 0.00 | 0.00 | 1 | 3.57 | 03-31-2024 |
| SPDR SER TR | S&P 600 SMCP VAL | 352 | $18,361,607 | 221,304 | 0.00 | 0.00 | -9,112 | -3.95 | 03-31-2024 |
| AUTOZONE INC | COM | 353 | $18,351,910 | 5,823 | 0.00 | 0.00 | 399 | 7.36 | 03-31-2024 |
| CAPITAL GROUP CORE EQUITY ET | SHS CREATION UNI | 354 | $18,330,301 | 588,264 | 0.00 | 0.00 | 6,798 | 1.17 | 03-31-2024 |
