Wealth Enhancement Advisory Services, LLC Spdr S&P 1500 Value Tilt ETF Transaction History

Wealth Enhancement Advisory Services, LLC

  • $49.5 Billion
  • Q4 2024

A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr S&P 1500 Value Tilt ETF stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 1,321 shares of VLU stock, worth $240,620. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,321
Previous 1,929 31.52%
Holding current value
$240,620
Previous $355,000 31.55%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Mar 17, 2025
SELL
$182.19 - $195.69 $110,771 - $118,979
-608 Reduced 31.52%
1,321 $243,000
Q4 2024

Jan 10, 2025
BUY
$182.19 - $195.69 $182 - $195
1 Added 0.05%
1,929 $355,000
Q3 2024

Oct 23, 2024
BUY
$169.12 - $184.42 $3,551 - $3,872
21 Added 1.1%
1,928 $355,000
Q2 2024

Jul 16, 2024
BUY
$166.3 - $174.66 $317,134 - $333,076
1,907 New
1,907 $328,000
Q4 2023

Jan 30, 2024
BUY
$137.66 - $160.7 $250,128 - $291,991
1,817 New
1,817 $291,000

Others Institutions Holding VLU

# of Institutions
84
Shares Held
1.52M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 1500 VALUE TILT ETF

VLU Quotes by TradingView
  • Ticker VLU
  • Sector ETFs
  • Industry ETFs
More about VLU
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