Ever Source Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Int Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Int stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,288 shares of SPTI stock, worth $148,698. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,288
Previous 5,412 2.29%
Holding current value
$148,698
Previous $152,000 1.97%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jun 11, 2024
SELL
$27.94 - $28.64 $3,464 - $3,551
-124 Reduced 2.29%
5,288 $149,000
Q4 2023

Feb 09, 2024
BUY
$27.05 - $28.64 $134,898 - $142,827
4,987 Added 1173.41%
5,412 $154,000
Q3 2023

Nov 03, 2023
BUY
$27.44 - $28.48 $82 - $85
3 Added 0.71%
425 $11,000
Q2 2023

Aug 04, 2023
BUY
$28.28 - $29.26 $11,934 - $12,347
422 New
422 $11,000

Others Institutions Holding SPTI

# of Institutions
326
Shares Held
176M
Call Options Held
2.1K
Put Options Held
0
View Full List

About SPDR SER TR SPDR PORTFOLIO INT

SPTI Quotes by TradingView
  • Ticker SPTI
  • Sector ETFs
  • Industry ETFs
More about SPTI
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email