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 |
|---|---|---|---|---|---|---|---|---|---|
| CAPITAL GRP FIXED INCM ETF T | CORE PLUS INCM | 501 | $9,891,989 | 440,427 | 0.00 | 0.00 | 164,676 | 59.72 | 03-31-2024 |
| WISDOMTREE TR | US LARGECAP DIVD | 502 | $9,884,310 | 136,921 | 0.00 | 0.00 | -1,113 | -0.81 | 03-31-2024 |
| WATSCO INC | COM | 503 | $9,871,472 | 22,852 | 0.00 | 0.00 | 2,433 | 11.92 | 03-31-2024 |
| AIRBNB INC | COM CL A | 504 | $9,866,042 | 59,809 | 0.00 | 0.00 | 37,127 | 163.68 | 03-31-2024 |
