Ever Source Wealth Advisors, LLC Spdr Portfolio Long Term Treas 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 Long Term Treas stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 820 shares of SPTL stock, worth $22,033. This represents 0.0% of its overall portfolio holdings.
Number of Shares
820
Previous 710
15.49%
Holding current value
$22,033
Previous $19,000
15.79%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SPTL
# of Institutions
406Shares Held
290MCall Options Held
25.5KPut Options Held
10.8K-
State Street Corp Boston, MA49.3MShares$1.33 Billion0.06% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa39.1MShares$1.05 Billion0.51% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA39MShares$1.05 Billion2.46% of portfolio
-
Bank Of America Corp Charlotte, NC16.1MShares$432 Million0.04% of portfolio
-
Envestnet Asset Management Inc12.3MShares$332 Million0.13% of portfolio