Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

CEFSCEFS
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in EXCHANGE LISTED FDS TR

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 61,827 shares of CEFS (EXCHANGE LISTED FDS TR), worth $1.5M as of 2026-Q3. The position was decreased (-15.5% shares). CEFS represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$1.5M

Current Shares

61,827

Total Value Change

+$1.1M

Total Shares Change

+39,074

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
61,827
-15.5%
$1.5M0.0%$24.52
0
2026-Q2
Decreased
73,205
-1.6%
$1.9M0.0%$25.35
0
2026-Q1
Decreased
74,425
-41.7%
$1.7M0.0%$21.93
0
2025-Q4
Increased
127,604
+14.7%
$2.9M0.0%$22.00
30
2025-Q3
Increased
111,235
+50.0%
$2.5M0.0%$21.22
36
2025-Q2
Increased
74,177
+7.9%
$1.7M0.0%$20.35
28
2025-Q1
Increased
68,728
+12.0%
$1.5M0.0%$19.14
29
2024-Q4
Increased
61,358
+4.8%
$1.3M0.0%$18.86
27
2024-Q3
Increased
58,531
+36.1%
$1.3M0.0%$19.04
33
2024-Q2
Increased
43,014
+21.7%
$915,7740.0%$17.87
30
2024-Q1
Increased
35,354
+30.4%
$730,7730.0%$17.00
31
2023-Q4
Increased
27,111
+19.1%
$514,2990.0%$15.27
29
2023-Q3
New
22,753
-
$398,6360.0%$13.73
33

Other major holders of CEFS: LPL Financial LLC, DEUTSCHE BANK AG\

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