Wealth Enhancement Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,149,292 shares of SPIB stock, worth $38.2 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,149,292
Previous 892,248
28.81%
Holding current value
$38.2 Million
Previous $29.2 Million
30.65%
% of portfolio
0.08%
Previous 0.06%
Shares
31 transactions
Others Institutions Holding SPIB
# of Institutions
623Shares Held
248MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC42.2MShares$1.4 Billion0.57% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA41.7MShares$1.39 Billion0.27% of portfolio
-
Envestnet Asset Management Inc9.9MShares$329 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.97MShares$232 Million0.22% of portfolio
-
D.A. Davidson & Co.5.49MShares$182 Million1.5% of portfolio