Ever Source Wealth Advisors, LLC 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 Portfolio stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 194 shares of SPMD stock, worth $10,590. This represents 0.0% of its overall portfolio holdings.

Number of Shares
194
Previous 5,923 96.72%
Holding current value
$10,590
Previous $315,000 97.14%
% of portfolio
0.0%
Previous 0.03%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
SELL
$49.54 - $53.39 $283,814 - $305,871
-5,729 Reduced 96.72%
194 $9,000
Q1 2024

Jun 11, 2024
BUY
$47.16 - $53.34 $279,328 - $315,932
5,923 New
5,923 $315,000

Others Institutions Holding SPMD

# of Institutions
619
Shares Held
178M
Call Options Held
100
Put Options Held
300
View Full List

About SPDR PORTFOLIO

SPMD Quotes by TradingView
  • Ticker SPMD
  • Sector ETFs
  • Industry ETFs
More about SPMD
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