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 |
---|---|---|---|---|---|---|---|---|---|
VANGUARD WORLD FD | ENERGY ETF | 851 | $3,080,967 | 23,394 | 0.00 | 0.00 | 2,049 | 9.60 | 03-31-2024 |
SCHWAB STRATEGIC TR | SCHWB FDT INT SC | 852 | $3,059,118 | 86,245 | 0.00 | 0.00 | 381 | 0.44 | 03-31-2024 |
CENTENE CORP DEL | COM | 853 | $3,027,881 | 38,582 | 0.00 | 0.00 | 3,963 | 11.45 | 03-31-2024 |
LITHIUM AMERS CORP NEW | COM NEW | Liquidated | $0 | 0 | 0.00 | 177,849 | +Inf | 12-31-2023 |