Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 500 High Di Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 350 shares of SPYD stock, worth $15,491. This represents 0.0% of its overall portfolio holdings.

Number of Shares
350
Previous 350 -0.0%
Holding current value
$15,491
Previous $14,000 7.14%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024
BUY
$38.1 - $41.42 $3,810 - $4,142
100 Added 40.0%
350 $14,000
Q1 2024

Jun 11, 2024
BUY
$37.72 - $40.71 $5,658 - $6,106
150 Added 150.0%
250 $10,000
Q2 2023

Aug 04, 2023
SELL
$35.13 - $38.46 $4,145 - $4,538
-118 Reduced 54.13%
100 $3,000
Q1 2023

May 11, 2023
BUY
$35.58 - $43.09 $4,198 - $5,084
118 Added 118.0%
218 $8,000
Q4 2022

Feb 09, 2023
BUY
$35.5 - $41.73 $3,550 - $4,173
100 New
100 $3,000

Others Institutions Holding SPYD

# of Institutions
473
Shares Held
47.5M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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