Ever Source Wealth Advisors, LLC Spdr Bloomberg Short Term Inte Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$25.34 - $27.3 $76 - $81	3 New	3 $0

Others Institutions Holding BWZ

# of Institutions

46

Shares Held

4.41M

Call Options Held

0

Put Options Held

0

Quent Capital, LLC

862K
Shares

$23.8 Million
2.5% of portfolio
Financial Management Professionals, Inc.

781K
Shares

$21.5 Million
2.7% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

698K
Shares

$19.2 Million
0.97% of portfolio
Envestnet Asset Management Inc

326K
Shares

$8.99 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

294K
Shares

$8.09 Million
4.05% of portfolio

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
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