WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SPLG Holdings History
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's SPDR Portfolio S&P 500 ETF Holding Summary
As of 2025-06-30, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC held 3.43 Mil shares of SPDR Portfolio S&P 500 ETF(SPLG), totaling $252.05 Mil. This investment constitutes 0.42% of their stock portfolio, and WEALTH ENHANCEMENT ADVISORY SERVICES, LLC now holds 0.35% of the outstanding SPDR Portfolio S&P 500 ETF(SPLG) stock.
The initial trade took place in 2023Q2. And since then WEALTH ENHANCEMENT ADVISORY SERVICES, LLC has made 5 purchases of SPLG, at an average price of $60.58, for a total of 3.73 Mil shares. In addition, there have been 4 sales at an average price of $59.48 for 308,706.00 shares. Based on historical transaction data and SPLG's current price of $73.43, WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's estimated gain on his SPLG holdings is $43.69 Mil, reflecting a 19.31% gain to date.
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SPLG ($73.43) Holding Chart
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC SPLG ($73.43) 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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