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CPAICPAI
2 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in NORTHERN LTS FD TR III

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 45,207 shares of CPAI (NORTHERN LTS FD TR III), worth $2.3M as of 2026-Q2. The position was increased (+76.9% shares). CPAI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$2.3M

Current Shares

45,207

Total Value Change

+$1.2M

Total Shares Change

+19,657

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
45,207
+76.9%
$2.3M0.0%$51.96
40
2026-Q1
New
25,550
-
$1.1M0.0%$43.81
35

Other major holders of CPAI: RAYMOND JAMES FINANCIAL INC, LPL Financial LLC, Cetera Investment Advisers, Private Advisor Group, LLC

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