Ever Source Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 5,968 shares of SPIB stock, worth $197,123. This represents 0.01% of its overall portfolio holdings.
Number of Shares
5,968
Previous 6,780
11.98%
Holding current value
$197,123
Previous $220,000
8.64%
% of portfolio
0.01%
Previous 0.01%
Shares
4 transactions
Others Institutions Holding SPIB
# of Institutions
536Shares Held
214MCall Options Held
300Put Options Held
0-
Charles Schwab Investment Management Inc San Francisco, CA44.6MShares$1.47 Billion0.29% of portfolio
-
Lpl Financial LLC Fort Mill, SC35MShares$1.16 Billion0.54% of portfolio
-
Envestnet Asset Management Inc10.1MShares$334 Million0.11% of portfolio
-
Creative Planning Overland Park, KS6.93MShares$229 Million0.23% of portfolio
-
Wells Fargo & Company San Francisco, CA5.05MShares$167 Million0.04% of portfolio