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PPIPPI
Showing 3 of 4 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in INVESTMENT MANAGERS SER TR I

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 39,141 shares of PPI (INVESTMENT MANAGERS SER TR I), worth $821,383 as of 2026-Q2. The position was increased (+140.4% shares). PPI represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$821,383

Current Shares

39,141

Total Value Change

+$821,383

Total Shares Change

+39,141

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
39,141
+140.4%
$821,3830.0%$21.29
40
2026-Q1
New
16,284
-
$341,1490.0%$21.34
33
2024-Q3
Exited
0
-100.0%
$00.0%$15.25
0

Other major holders of PPI: JANE STREET GROUP, LLC, COMMONWEALTH EQUITY SERVICES, LLC, LPL Financial LLC

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