A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Index Shs Fds S Spdr Port stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 308,989 shares of SPGM stock, worth $19.7 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
308,989
Previous 303,473 1.82%
Holding current value
$19.7 Million
Previous $18.4 Million 8.5%
% of portfolio
0.05%
Previous 0.05%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 23, 2024

BUY
$57.85 - $64.92 $319,100 - $358,098
5,516 Added 1.82%
308,989 $20 Million
Q2 2024

Jul 16, 2024

BUY
$56.67 - $60.99 $162,586 - $174,980
2,869 Added 0.95%
303,473 $18.4 Million
Q1 2024

Apr 15, 2024

BUY
$54.21 - $59.68 $127,664 - $140,546
2,355 Added 0.79%
300,604 $17.9 Million
Q4 2023

Jan 30, 2024

BUY
$48.07 - $55.48 $331,875 - $383,033
6,904 Added 2.37%
298,249 $16.5 Million
Q3 2023

Nov 13, 2023

BUY
$50.1 - $54.28 $14.6 Million - $15.8 Million
291,345 New
291,345 $14.7 Million

Others Institutions Holding SPGM

About SPDR INDEX SHS FDS S SPDR PORT


  • Ticker SPGM
  • Sector ETFs
  • Industry ETFs
More about SPGM
Track This Portfolio

Track Wealth Enhancement Advisory Services, LLC Portfolio

Follow Wealth Enhancement Advisory Services, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealth Enhancement Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealth Enhancement Advisory Services, LLC with notifications on news.