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

HEGDHEGD
5 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 13,147 shares of HEGD (LISTED FDS TR), worth $353,260 as of 2026-Q2. The position was decreased (-2.4% shares). HEGD represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$353,260

Current Shares

13,147

Total Value Change

+$79,584

Total Shares Change

+1,591

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
13,147
-2.4%
$353,2600.0%$26.66
0
2026-Q1
Increased
13,472
+36.7%
$334,0450.0%$25.27
31
2025-Q4
Decreased
9,853
-14.7%
$250,8570.0%$25.36
0
2025-Q3
Unchanged
11,556
0.0%
$289,0160.0%$24.73
0
2025-Q2
New
11,556
-
$273,6760.0%$23.28
32

Other major holders of HEGD: Beacon Pointe Advisors, LLC, LPL Financial LLC, NewEdge Advisors, LLC, ENVESTNET ASSET MANAGEMENT INC

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