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

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 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 621 shares of SPDW stock, worth $22,169. This represents 0.0% of its overall portfolio holdings.

Number of Shares

621

Previous 539 15.21%

Holding current value

$22,169

Previous $19,000 10.53%

% of portfolio

0.0%

Previous 0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$34.2 - $36.64 $2,804 - $3,004	82 Added 15.21%	621 $21,000
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	$25.7 - $31.02 $2,570 - $3,102	100 Added 181.82%	155 $4,000
Q4 2021 Feb 07, 2022	BUY	$35.28 - $37.98 $1,940 - $2,088	55 New	55 $2,000

Others Institutions Holding SPDW

# of Institutions

940

Shares Held

483M

Call Options Held

4.4K

Put Options Held

200

View Full List

About SPDR SER TR FDS SPDR PORTFOLIO

Ticker SPDW
Sector ETFs
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Ever Source Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History