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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Bloomberg Short Term High stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 28 shares of SJNK stock, worth $701. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Previous 212 86.79%

Holding current value

$701

Previous $5,000 100.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$25.08 - $25.64 $4,614 - $4,717	-184 Reduced 86.79%	28 $0
Q4 2024 Feb 07, 2025	BUY	$25.09 - $25.69 $4,541 - $4,649	181 Added 583.87%	212 $5,000
Q3 2024 Nov 08, 2024	SELL	$24.8 - $25.75 $49 - $51	-2 Reduced 6.06%	31 $0
Q2 2024 Aug 13, 2024	BUY	$24.69 - $25.06 $814 - $826	33 New	33 $0
Q4 2023 Feb 09, 2024	BUY	$23.92 - $25.29 $23 - $25	1 New	1 $0
Q4 2022 Feb 09, 2023	BUY	$23.68 - $24.88 $3,433 - $3,607	145 Added 201.39%	217 $5,000
Q3 2022 Nov 07, 2022	BUY	$23.77 - $25.45 $1,711 - $1,832	72 New	72 $2,000
Q2 2022 Aug 01, 2022	SELL	$23.97 - $26.27 $42,786 - $46,891	-1,785 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$25.67 - $27.15 $13,117 - $13,873	-511 Reduced 22.26%	1,785 $47,000
Q4 2021 Feb 07, 2022	BUY	$26.84 - $27.37 $61,624 - $62,841	2,296 New	2,296 $62,000

Others Institutions Holding SJNK

# of Institutions

406

Shares Held

133M

Call Options Held

103K

Put Options Held

80.4K

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