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 |
Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
---|---|---|---|---|---|---|---|---|---|
ISHARES TR | MORNINGSTAR GRWT | 601 | $6,970,417 | 92,348 | 0.00 | 0.00 | 15,891 | 20.78 | 03-31-2024 |
FIRST TR EXCHNG TRADED FD VI | TCW OPPORTUNIS | 602 | $6,946,497 | 159,323 | 0.00 | 0.00 | -76,971 | -32.57 | 03-31-2024 |
DOW INC | COM | 603 | $6,934,351 | 119,702 | 0.00 | 0.00 | -9,791 | -7.56 | 03-31-2024 |
TRACTOR SUPPLY CO | COM | 604 | $6,929,512 | 29,606 | 0.00 | 0.00 | 3,952 | 15.41 | 03-31-2024 |