Ever Source Wealth Advisors, LLC Spdr S&P 600 Small Cap Value E Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,237 shares of SLYV stock, worth $108,769. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,237
Previous 1,237 -0.0%
Holding current value
$108,769
Previous $96,000 2.08%
% of portfolio
0.01%
Previous 0.01%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
$84.34 - $95.14 $102,641 - $115,785
1,217 Added 6085.0%
1,237 $107,000
Q2 2023

Aug 04, 2023
BUY
$71.23 - $78.02 $1,424 - $1,560
20 New
20 $1,000
Q4 2022

Feb 09, 2023
BUY
$68.86 - $79.8 $13,083 - $15,162
190 New
190 $14,000

Others Institutions Holding SLYV

# of Institutions
615
Shares Held
33.3M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR S&P 600 SMALL CAP VALUE E

SLYV Quotes by TradingView
  • Ticker SLYV
  • Sector ETFs
  • Industry ETFs
More about SLYV
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