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 |
|---|---|---|---|---|---|---|---|---|---|
| AMERICAN WTR WKS CO INC NEW | COM | 401 | $14,465,764 | 118,368 | 0.00 | 0.00 | 11,453 | 10.71 | 03-31-2024 |
| KKR & CO INC | COM | 402 | $14,444,317 | 143,610 | 0.00 | 0.00 | 111,881 | 352.61 | 03-31-2024 |
| ISHARES TR | EAFE VALUE ETF | 403 | $14,347,179 | 263,735 | 0.00 | 0.00 | 9,868 | 3.89 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | INTL DVD ETF | 404 | $14,286,480 | 175,230 | 0.00 | 0.00 | -7,040 | -3.86 | 03-31-2024 |
