Back to WEALTH ENHANCEMENT ADVISORY SERVICES, LLC WEALTH ENHANCEMENT ADVISORY SERVICES, LLC

WDIVWDIV
13 quarters

Position history for WEALTH ENHANCEMENT ADVISORY SERVICES, LLCWEALTH ENHANCEMENT ADVISORY SERVICES, LLC's holdings in SPDR INDEX SHS FDS

WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds 9,844 shares of WDIV (SPDR INDEX SHS FDS), worth $797,842 as of 2026-Q3. The position was increased (+1.0% shares). WDIV represents 0.0% of WEALTH ENHANCEMENT ADVISORY SERVICES, LLC's portfolio.

Current Value

$797,842

Current Shares

9,844

Total Value Change

-$1.8M

Total Shares Change

-38,525

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
9,844
+1.0%
$797,8420.0%$81.34
25
2026-Q2
Decreased
9,748
-2.9%
$792,8110.0%$79.12
0
2026-Q1
Decreased
10,043
-52.3%
$775,7990.0%$75.03
0
2025-Q4
Increased
21,034
+11.0%
$1.6M0.0%$72.95
28
2025-Q3
Decreased
18,943
-2.2%
$1.4M0.0%$69.58
0
2025-Q2
Decreased
19,371
-38.5%
$1.4M0.0%$66.81
0
2025-Q1
Increased
31,493
+0.4%
$2.1M0.0%$60.51
26
2024-Q4
Increased
31,373
+0.1%
$1.9M0.0%$57.37
26
2024-Q3
Decreased
31,349
-35.9%
$2.1M0.0%$60.93
0
2024-Q2
Increased
48,933
+1.3%
$2.9M0.0%$53.52
27
2024-Q1
Decreased
48,286
-15.4%
$2.9M0.0%$53.21
0
2023-Q4
Increased
57,103
+18.1%
$3.5M0.0%$53.31
31
2023-Q3
New
48,369
-
$2.6M0.0%$47.53
36

Other major holders of WDIV: AE Wealth Management LLC, AMERIPRISE FINANCIAL INC

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