Wealth Enhancement Advisory Services, LLC Spdr Portfolio Short Term Corp Transaction History
Wealth Enhancement Advisory Services, LLC
- $49 Billion
- Q1 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 610,462 shares of SPSB stock, worth $18.4 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
610,462
Previous 552,029
10.59%
Holding current value
$18.4 Million
Previous $16.5 Million
11.4%
% of portfolio
0.04%
Previous 0.03%
Shares
8 transactions
Others Institutions Holding SPSB
# of Institutions
614Shares Held
225MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS43.2MShares$1.3 Billion1.23% of portfolio
-
Jpmorgan Chase & CO New York, NY25MShares$753 Million0.06% of portfolio
-
Valmark Advisers, Inc.7.74MShares$233 Million3.56% of portfolio
-
Lpl Financial LLC Fort Mill, SC7.04MShares$212 Million0.09% of portfolio
-
Morgan Stanley New York, NY6.32MShares$190 Million0.01% of portfolio