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 |
|---|---|---|---|---|---|---|---|---|---|
| DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 451 | $11,682,530 | 339,510 | 0.00 | 0.00 | 19,777 | 6.19 | 03-31-2024 |
| FISERV INC | COM | 452 | $11,638,319 | 75,618 | 0.00 | 0.00 | -476 | -0.63 | 03-31-2024 |
| ISHARES TR | CORE S&P US GWT | 453 | $11,542,300 | 98,475 | 0.00 | 0.00 | 34,515 | 53.96 | 03-31-2024 |
| ISHARES TR | 20 YR TR BD ETF | 454 | $11,513,855 | 121,685 | 0.00 | 0.00 | 42,317 | 53.32 | 03-31-2024 |
