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

ENDWENDW
5 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in EA SERIES TRUST

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 1.8M shares of ENDW (EA SERIES TRUST), worth $62M as of 2026-Q2. The position was increased (+0.8% shares). ENDW represents 0.1% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$62M

Current Shares

1.8M

Total Value Change

-$10.1M

Total Shares Change

-720,699

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.8M
+0.8%
$62M0.1%$33.44
35
2026-Q1
Decreased
1.8M
-27.4%
$58M0.1%$32.60
0
2025-Q4
Decreased
2.5M
-0.7%
$79M0.1%$31.12
0
2025-Q3
Decreased
2.5M
-1.3%
$76.1M0.1%$29.79
0
2025-Q2
New
2.5M
-
$72M0.1%$27.34
49

Other major holders of ENDW: NewEdge Advisors, LLC

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used