Filing Research | EHTH - EHEALTH INC Institutional Holdings

Filing Research

13F - Institutional holdings explorer

Snapshot holdings

11 / 11 loaded

#		Instrument	quantity
1	Assenagon Asset Management S.A.	Shares	472.6KSH	$704.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	21.2KSH	$34.4K
3	EverSource Wealth Advisors, LLC	Shares	2.3KSH	$3.4K
4	IFP Advisors, Inc	Shares	1.2KSH	$1.8K
5	SBI Securities Co., Ltd.	Shares	810SH	$1.2K
6	Farther Finance Advisors, LLC	Shares	407SH	$606
7	True Wealth Design, LLC	Shares	348SH	$519
8	Bogart Wealth, LLC	Shares	270SH	$402
9	Wealth Enhancement Trust Services, Inc.	Shares	146SH	$218
10	SJS Investment Consulting Inc.	Shares	120SH	$179
11	Fortitude Family Office, LLC	Shares	77SH	$115

Manager changes2026-06-30 vs 2026-03-31

12 / 12 loaded

#		Instrument
1	Assenagon Asset Management S.A. added	Shares	+210.7K	+$366.3K	$704.1K
2	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+4.2K	+$12.9K	$34.4K
3	EverSource Wealth Advisors, LLC added	Shares	+1.3K	+$2.1K	$3.4K
4	IFP Advisors, Inc added	Shares	+1.1K	+$1.6K	$1.8K
5	SBI Securities Co., Ltd. added	Shares	+801	+$1.2K	$1.2K
6	Bogart Wealth, LLC new	Shares	+270	+$402	$402
7	True Wealth Design, LLC added	Shares	+154	+$268	$519
8	Wealth Enhancement Trust Services, Inc. new	Shares	+146	+$218	$218
9	Farther Finance Advisors, LLC added	Shares	+43	+$140	$606
10	Fortitude Family Office, LLC new	Shares	+77	+$115	$115
11	SJS Investment Consulting Inc. added	Shares	+14	+$42	$179
12	Police & Firemen's Retirement System of New Jersey exited	Shares	-4.8K	-$6.2K	$0

Filing Research | EHTH - EHEALTH INC Institutional Holdings