Wealth Enhancement Advisory Services, LLC Spdr Portfolio Intermediate Te Transaction History
Wealth Enhancement Advisory Services, LLC
- $49.5 Billion
- Q4 2024
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 892,248 shares of SPIB stock, worth $29.6 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
892,248
Previous 693,420
28.67%
Holding current value
$29.6 Million
Previous $22.7 Million
28.68%
% of portfolio
0.06%
Previous 0.05%
Shares
30 transactions
Others Institutions Holding SPIB
# of Institutions
603Shares Held
243MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.45 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.27 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$318 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$227 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$183 Million0.01% of portfolio