Ever Source Wealth Advisors, LLC Spdr Portfolio Aggregate Bond Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 63,503 shares of SPAB stock, worth $1.61 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
63,503
Holding current value
$1.61 Million
% of portfolio
0.1%

Shares

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

May 13, 2025
BUY
$24.73 - $25.62 $1.57 Million - $1.63 Million
63,503 New
63,503 $1.62 Million
Q2 2024

Aug 13, 2024
BUY
$24.54 - $25.28 $4,932 - $5,081
201 Added 1827.27%
212 $5,000
Q1 2024

Jun 11, 2024
BUY
$24.99 - $25.67 $274 - $282
11 New
11 $0
Q2 2022

Aug 01, 2022
SELL
$25.67 - $27.71 $55,087 - $59,465
-2,146 Closed
0 $0
Q1 2022

May 25, 2022
SELL
$27.54 - $29.46 $16,937 - $18,117
-615 Reduced 22.27%
2,146 $60,000
Q4 2021

Feb 07, 2022
BUY
$29.5 - $29.98 $81,449 - $82,774
2,761 New
2,761 $82,000

Others Institutions Holding SPAB

# of Institutions
567
Shares Held
275M
Call Options Held
0
Put Options Held
300
View Full List

About SPDR PORTFOLIO AGGREGATE BOND

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