Ever Source Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio Intermediate Te stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 6,021 shares of SPIB stock, worth $198,030. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,021
Previous 5,968
0.89%
Holding current value
$198,030
Previous $201,000
1.99%
% of portfolio
0.01%
Previous 0.01%
Shares
5 transactions
Others Institutions Holding SPIB
# of Institutions
606Shares Held
244MCall Options Held
0Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA43.5MShares$1.43 Billion0.27% of portfolio
-
Lpl Financial LLC Fort Mill, SC38.3MShares$1.26 Billion0.53% of portfolio
-
Envestnet Asset Management Inc9.58MShares$315 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.83MShares$225 Million0.22% of portfolio
-
Morgan Stanley New York, NY5.5MShares$181 Million0.01% of portfolio