Wealth Enhancement Advisory Services, LLC Spdr Portfolio Transaction History
Wealth Enhancement Advisory Services, LLC
- $61.1 Billion
- Q3 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 474,863 shares of SPMD stock, worth $26.7 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
474,863
Previous 673,664
29.51%
Holding current value
$26.7 Million
Previous $36.6 Million
25.87%
% of portfolio
0.04%
Previous 0.07%
Shares
10 transactions
Others Institutions Holding SPMD
# of Institutions
806Shares Held
232MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS88MShares$4.95 Billion3.9% of portfolio
-
Betterment LLC New York, NY20.1MShares$1.13 Billion2.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC12.7MShares$713 Million0.23% of portfolio
-
Valmark Advisers, Inc.6.84MShares$385 Million5.15% of portfolio
-
Tiedemann Advisors, LLC5.75MShares$324 Million10.91% of portfolio