Ever Source Wealth Advisors, LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 492 shares of SPDW stock, worth $17,357. This represents 0.0% of its overall portfolio holdings.
Number of Shares
492
Previous 621
20.77%
Holding current value
$17,357
Previous $21,000
14.29%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPDW
# of Institutions
953Shares Held
487MCall Options Held
500Put Options Held
200-
Financial Engines Advisors L.L.C. Santa Clara, CA61.9MShares$2.18 Billion4.77% of portfolio
-
Creative Planning Overland Park, KS53.4MShares$1.88 Billion1.99% of portfolio
-
Allworth Financial LP29.9MShares$1.05 Billion6.96% of portfolio
-
Lpl Financial LLC Fort Mill, SC27.3MShares$962 Million0.47% of portfolio
-
Auto Owners Insurance CO Lansing, MI17.6MShares$620 Million16.39% of portfolio