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 84 shares of SPEM stock, worth $3,440. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84
Previous 84
-0.0%
Holding current value
$3,440
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
772Shares Held
193MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23MShares$942 Million0.94% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.1MShares$739 Million1.52% of portfolio
-
Lpl Financial LLC Fort Mill, SC9.17MShares$376 Million0.18% of portfolio
-
Allworth Financial LP6.3MShares$258 Million1.61% of portfolio
-
State Street Corp Boston, MA5.7MShares$233 Million0.01% of portfolio