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

MMSDMMSD
3 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in NEW YORK LIFE INVTS ACTIVE E

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 21,405 shares of MMSD (NEW YORK LIFE INVTS ACTIVE E), worth $542,615 as of 2026-Q2. The position was increased (+22.1% shares). MMSD represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$542,615

Current Shares

21,405

Total Value Change

+$174,552

Total Shares Change

+6,927

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
21,405
+22.1%
$542,6150.0%$25.33
29
2026-Q1
Increased
17,538
+21.1%
$443,8670.0%$25.48
29
2025-Q4
New
14,478
-
$368,0630.0%$25.30
33

Other major holders of MMSD: NEW YORK LIFE INVESTMENT MANAGEMENT LLC, Cetera Investment Advisers, ROYAL BANK OF CANADA

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