Ever Source Wealth Advisors, LLC Spdr Portfolio Long Term Treas Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
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 926 shares of SPTL stock, worth $24,714. This represents 0.0% of its overall portfolio holdings.
Number of Shares
926
Previous 831
11.43%
Holding current value
$24,714
Previous $24,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
9 transactions
Others Institutions Holding SPTL
# of Institutions
489Shares Held
363MCall Options Held
40.7KPut Options Held
12.7K-
State Street Corp Boston, MA57.8MShares$1.54 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa51.2MShares$1.37 Billion0.54% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA46.7MShares$1.25 Billion2.58% of portfolio
-
Envestnet Asset Management Inc14.9MShares$397 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC12.3MShares$328 Million0.03% of portfolio