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 $25,039. This represents 0.0% of its overall portfolio holdings.

Number of Shares

926

Previous 831 11.43%

Holding current value

$25,039

Previous $24,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

483

Shares Held

363M

Call Options Held

40.7K

Put Options Held

12.7K

View Full List

About SPDR PORTFOLIO LONG TERM TREAS

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