Ever Source Wealth Advisors, LLC Spdr Portfolio Intermediate Te Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 6,026 shares of SPIB stock, worth $204,582. This represents 0.01% of its overall portfolio holdings.
Number of Shares
6,026
Previous 5,968
0.97%
Holding current value
$204,582
Previous $198,000
2.02%
% of portfolio
0.01%
Previous 0.01%
Shares
7 transactions
Others Institutions Holding SPIB
# of Institutions
628Shares Held
260MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC44.9MShares$1.52 Billion0.53% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA29.2MShares$991 Million0.18% of portfolio
-
Municipal Employees' Retirement System Of Michigan13MShares$440 Million5.24% of portfolio
-
Envestnet Asset Management Inc9.81MShares$333 Million0.1% of portfolio
-
Creative Planning Overland Park, KS6.92MShares$235 Million0.2% of portfolio