Ever Source Wealth Advisors, LLC Spdr Ssga Us Large Cap Low Vol Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ssga Us Large Cap Low Vol stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9 shares of LGLV stock, worth $1,569. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9
Previous 133 93.23%
Holding current value
$1,569
Previous $21,000 95.24%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$162.48 - $175.37 $20,147 - $21,745
-124 Reduced 93.23%
9 $1,000
Q4 2024

Feb 07, 2025
BUY
$164.89 - $177.66 $21,930 - $23,628
133 New
133 $21,000
Q4 2022

Feb 09, 2023
BUY
$122.6 - $141.03 $11,401 - $13,115
93 New
93 $12,000

Others Institutions Holding LGLV

# of Institutions
185
Shares Held
4.41M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SSGA US LARGE CAP LOW VOL

LGLV Quotes by TradingView
  • Ticker LGLV
  • Sector ETFs
  • Industry ETFs
More about LGLV
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email