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

SUSLSUSL
19 quarters

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

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 201,167 shares of SUSL (ISHARES TR), worth $27.5M as of 2026-Q3. The position was decreased (-0.1% shares). SUSL represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$27.5M

Current Shares

201,167

Total Value Change

+$25M

Total Shares Change

+169,930

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Decreased
201,167
-0.1%
$27.5M0.0%$136.29
0
2026-Q2
Decreased
201,362
-0.4%
$26.6M0.0%$132.76
0
2026-Q1
Decreased
202,161
-20.6%
$23.2M0.0%$119.56
0
2025-Q4
Increased
254,439
+3.9%
$31.3M0.0%$122.22
30
2025-Q3
Increased
244,862
+1.4%
$28.8M0.0%$115.93
29
2025-Q2
Increased
241,388
+0.5%
$26.4M0.0%$107.37
29
2025-Q1
Increased
240,183
+2.5%
$23M0.0%$94.82
29
2024-Q4
Increased
234,266
+1.4%
$24.1M0.0%$102.28
29
2024-Q3
Increased
231,145
+9.4%
$23.5M0.1%$99.86
31
2024-Q2
Decreased
211,358
-1.2%
$20.6M0.0%$95.78
0
2024-Q1
Increased
213,872
+5.9%
$20.1M0.1%$92.05
30
2023-Q4
Increased
201,960
+29.5%
$17M0.0%$82.52
36
2023-Q3
Increased
155,957
+72.2%
$11.8M0.0%$73.51
42
2023-Q2
Increased
90,554
+15.1%
$7M0.1%$74.24
31
2023-Q1
Increased
78,674
+31.9%
$5.6M0.1%$68.01
34
2022-Q4
Decreased
59,651
-2.3%
$4.1M0.1%$63.94
0
2022-Q3
Increased
61,074
+23.3%
$3.8M0.1%$60.25
32
2022-Q2
Increased
49,537
+58.6%
$3.4M0.0%$63.80
38
2022-Q1
New
31,237
-
$2.5M0.0%$76.51
36

Other major holders of SUSL: WELLS FARGO & COMPANY/MN, MERCER GLOBAL ADVISORS INC /ADV

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