Wealth Enhancement Advisory Services, LLC Spdr Portfolio Transaction History
Wealth Enhancement Advisory Services, LLC
- $55.6 Billion
- Q2 2025
A detailed history of Wealth Enhancement Advisory Services, LLC transactions in Spdr Portfolio stock. As of the latest transaction made, Wealth Enhancement Advisory Services, LLC holds 673,664 shares of SPMD stock, worth $37.7 Million. This represents 0.07% of its overall portfolio holdings.
Number of Shares
673,664
Previous 839,124
19.72%
Holding current value
$37.7 Million
Previous $42.8 Million
14.46%
% of portfolio
0.07%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding SPMD
# of Institutions
750Shares Held
218MCall Options Held
14.1KPut Options Held
700-
Creative Planning Overland Park, KS80.1MShares$4.49 Billion3.87% of portfolio
-
Betterment LLC New York, NY17.9MShares$1 Billion2.17% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.1MShares$733 Million0.27% of portfolio
-
Cwm, LLC6.58MShares$368 Million1.34% of portfolio
-
Valmark Advisers, Inc.6.37MShares$357 Million4.98% of portfolio