Ever Source Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio Long Term Treas stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 389 shares of SPTL stock, worth $10,117. This represents 0.0% of its overall portfolio holdings.

Number of Shares
389
Previous 926 57.99%
Holding current value
$10,117
Previous $24,000 58.33%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$25.54 - $27.64 $13,714 - $14,842
-537 Reduced 57.99%
389 $10,000
Q4 2024

Feb 07, 2025
BUY
$26.05 - $29.17 $2,474 - $2,771
95 Added 11.43%
926 $24,000
Q3 2024

Nov 08, 2024
BUY
$26.69 - $29.87 $106 - $119
4 Added 0.48%
831 $24,000
Q2 2024

Aug 13, 2024
BUY
$26.06 - $27.96 $182 - $195
7 Added 0.85%
827 $22,000
Q1 2024

Jun 11, 2024
BUY
$27.25 - $28.98 $2,997 - $3,187
110 Added 15.49%
820 $22,000
Q4 2023

Feb 09, 2024
BUY
$24.55 - $29.44 $196 - $235
8 Added 1.14%
710 $20,000
Q3 2023

Nov 03, 2023
BUY
$26.09 - $29.96 $156 - $179
6 Added 0.86%
702 $18,000
Q2 2023

Aug 04, 2023
SELL
$29.25 - $31.5 $29,425 - $31,689
-1,006 Reduced 59.11%
696 $20,000
Q1 2023

May 11, 2023
BUY
$28.88 - $31.49 $9,934 - $10,832
344 Added 25.33%
1,702 $52,000
Q4 2022

Feb 09, 2023
BUY
$27.04 - $31.56 $36,720 - $42,858
1,358 New
1,358 $39,000

Others Institutions Holding SPTL

# of Institutions
515
Shares Held
375M
Call Options Held
26.7K
Put Options Held
19K
View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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