WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SMTH Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's ALPS Smith Core Plus Bond ETF Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 43.70 Mil shares of ALPS Smith Core Plus Bond ETF(SMTH), totaling $1.13 Bil. This investment constitutes 1.86% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 59.78% of the outstanding ALPS Smith Core Plus Bond ETF(SMTH) stock.
The initial trade took place in 2024Q1. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 6 purchases of SMTH, at an average price of $25.74, for a total of 43.70 Mil shares. Based on historical transaction data and SMTH's current price of $25.61, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his SMTH holdings is $-5.87 Mil, reflecting a -0.52% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SMTH ($25.61) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SMTH ($25.61) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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