Ever Source Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,099 shares of SPSB stock, worth $62,361. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,099
Previous 1,917 9.49%
Holding current value
$62,361
Previous $57,000 8.77%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
BUY
$29.65 - $29.92 $5,396 - $5,445
182 Added 9.49%
2,099 $62,000
Q4 2023

Feb 09, 2024
BUY
$29.14 - $29.78 $45,953 - $46,963
1,577 Added 463.82%
1,917 $57,000
Q1 2023

May 11, 2023
BUY
$29.2 - $29.7 $8,789 - $8,939
301 Added 771.79%
340 $10,000
Q3 2022

Nov 07, 2022
BUY
N/A
39 New
39 $1,000
Q2 2022

Aug 01, 2022
SELL
N/A
-1,793 Closed
0 $0
Q1 2022

May 25, 2022
SELL
N/A
-513 Reduced 22.25%
1,793 $54,000
Q4 2021

Feb 07, 2022
BUY
N/A
2,306 New
2,306 $71,000

Others Institutions Holding SPSB

# of Institutions
546
Shares Held
194M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR PORTFOLIO SHORT TERM CORP

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