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 $37.8 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,149,292
Previous 892,248
28.81%
Holding current value
$37.8 Million
Previous $29.2 Million
30.65%
% of portfolio
0.08%
Previous 0.06%
Shares
31 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$315 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio