Ever Source Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 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 28,410 shares of SPAB stock, worth $732,693. This represents 0.03% of its overall portfolio holdings.
Number of Shares
28,410
Previous 59,781
52.48%
Holding current value
$732,693
Previous $1.53 Million
52.03%
% of portfolio
0.03%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding SPAB
# of Institutions
546Shares Held
280MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC22MShares$567 Million0.18% of portfolio
-
Cwm, LLC17MShares$438 Million1.32% of portfolio
-
Cliftonlarsonallen Wealth Advisors, LLC14.2MShares$365 Million5.8% of portfolio
-
Cerity Partners LLC New York, NY11.1MShares$286 Million0.47% of portfolio
-
Envestnet Asset Management Inc10.4MShares$269 Million0.08% of portfolio