Ever Source Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio Aggregate Bond stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 59,781 shares of SPAB stock, worth $1.56 Million. This represents 0.08% of its overall portfolio holdings.
Number of Shares
59,781
Previous 63,503
5.86%
Holding current value
$1.56 Million
Previous $1.62 Million
5.61%
% of portfolio
0.08%
Previous 0.1%
Shares
7 transactions
Others Institutions Holding SPAB
# of Institutions
549Shares Held
293MCall Options Held
0Put Options Held
0-
State Street Corp Boston, MA23.6MShares$616 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC22.2MShares$578 Million0.2% of portfolio
-
Cwm, LLC17MShares$443 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$369 Million5.8% of portfolio
-
Envestnet Asset Management Inc11.1MShares$289 Million0.09% of portfolio