Ever Source Wealth Advisors, LLC Spdr Bloomberg Short Term Inte Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding BWZ
# of Institutions
77Shares Held
12.6MCall Options Held
0Put Options Held
0-
Assetmark, Inc3.01MShares$81.5 Million0.2% of portfolio
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Congress Wealth Management LLC Boston, MA1.09MShares$29.6 Million0.31% of portfolio
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Quent Capital, LLC941KShares$25.5 Million2.31% of portfolio
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David R. Rahn & Associates Inc.843KShares$22.8 Million6.29% of portfolio
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Financial Management Professionals, Inc.810KShares$21.9 Million2.43% of portfolio