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 |
---|---|---|---|---|---|---|---|---|---|
HENRY SCHEIN INC | COM | 901 | $2,659,302 | 35,213 | 0.00 | 0.00 | 5,717 | 19.38 | 03-31-2024 |
VERALTO CORP | COM SHS | 902 | $2,655,301 | 29,949 | 0.00 | 0.00 | -18,864 | -38.65 | 03-31-2024 |
STATE STR CORP | COM | 903 | $2,646,825 | 34,232 | 0.00 | 0.00 | 1,707 | 5.25 | 03-31-2024 |
SOFI TECHNOLOGIES INC | COM | 904 | $2,636,551 | 361,902 | 0.00 | 0.00 | 248,352 | 218.72 | 03-31-2024 |