WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's ownership history for IWM
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC currently holds 148.5K shares with a market value of $36.5M. It started holding IWM on 2024-09-30. At its peak, it held 195.9K shares on 2025-06-30. Its highest holding value was $50.0M on 2025-12-31. At its lowest, it held 148.5K shares on 2026-03-31, with a value of $33.2M on 2024-09-30. In the recent 180 days, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has decreased its shares by 46.9K. In the recent year, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has decreased its shares by 37.9K.
It has also owned 274.77 contracts of calls, with the market value of the underlying securities totaling $0 on 2024-09-30. At its peak, it held 308.2 contracts of calls on 2025-09-30 and it owned calls with the market value of the underlying securities totaling $153.0K on 2025-09-30. At its lowest, it held 5 contracts of calls on 2024-09-30 and it owned calls with the market value of the underlying securities totaling $0 on 2025-12-31. In the recent 180 days, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has increased its holdings by 269.77 contracts.
It has also owned 130 contracts of puts, with the market value of the underlying securities totaling $74.6K on 2025-03-31. At its peak, it held 130 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $74.6K on 2025-03-31. At its lowest, it held 130 contracts of puts on 2025-03-31 and it owned puts with the market value of the underlying securities totaling $74.6K on 2025-03-31.