Ever Source Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 539 shares of SPDW stock, worth $18,972. This represents 0.0% of its overall portfolio holdings.

Number of Shares
539
Previous 55 880.0%
Holding current value
$18,972
Previous $1,000 1800.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
BUY
$32.85 - $35.9 $15,899 - $17,375
484 Added 880.0%
539 $19,000
Q1 2023

May 11, 2023
SELL
$29.83 - $32.71 $2,983 - $3,271
-100 Reduced 64.52%
55 $1,000
Q4 2022

Feb 09, 2023
BUY
$27.34 - $31.02 $2,734 - $3,102
100 Added 181.82%
155 $4,000
Q4 2021

Feb 07, 2022
BUY
N/A
55 New
55 $2,000

Others Institutions Holding SPDW

# of Institutions
898
Shares Held
469M
Call Options Held
4.1K
Put Options Held
200
View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

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