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 | INTL CORE EQUITY | 751 | $4,149,085 | 155,106 | 0.00 | 0.00 | -871 | -0.56 | 03-31-2024 |
| EXELON CORP | COM | 752 | $4,141,217 | 110,227 | 0.00 | 0.00 | 36,548 | 49.60 | 03-31-2024 |
| LAMAR ADVERTISING CO NEW | CL A | 753 | $4,118,141 | 34,487 | 0.00 | 0.00 | 1,144 | 3.43 | 03-31-2024 |
| GUIDEWIRE SOFTWARE INC | COM | 754 | $4,111,693 | 35,230 | 0.00 | 35,230 | +Inf | 03-31-2024 |
