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TOAKTOAK
4 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in MANAGER DIRECTED PORTFOLIOS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 85,434 shares of TOAK (MANAGER DIRECTED PORTFOLIOS), worth $2.5M as of 2026-Q2. The position was increased (+11.4% shares). TOAK represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$2.5M

Current Shares

85,434

Total Value Change

+$1.5M

Total Shares Change

+50,184

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
85,434
+11.4%
$2.5M0.0%$28.84
29
2026-Q1
Increased
76,664
+55.3%
$2.2M0.0%$28.53
37
2025-Q4
Increased
49,371
+40.1%
$1.4M0.0%$28.42
34
2025-Q3
New
35,250
-
$991,9350.0%$28.13
35

Other major holders of TOAK: EXCHANGE TRADED CONCEPTS, LLC, SUSQUEHANNA INTERNATIONAL GROUP, LLP, JANE STREET GROUP, LLC

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