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 |
|---|---|---|---|---|---|---|---|---|---|
| ARK ETF TR | INNOVATION ETF | 551 | $8,209,718 | 163,932 | 0.00 | 0.00 | 77,735 | 90.18 | 03-31-2024 |
| TRANSCAT INC | COM | 552 | $8,198,797 | 73,578 | 0.00 | 0.00 | -9,873 | -11.83 | 03-31-2024 |
| ISHARES TR | MSCI GBL SUS DEV | 553 | $8,178,533 | 103,907 | 0.00 | 0.00 | 11,553 | 12.51 | 03-31-2024 |
| SIMPLIFY EXCHANGE TRADED FUN | US EQT PLS DWNSD | 554 | $8,125,585 | 261,357 | 0.00 | 0.00 | -10,046 | -3.70 | 03-31-2024 |
