Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E 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 Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,638 shares of SPYV stock, worth $141,528. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,638
Previous 11,147 76.33%
Holding current value
$141,528
Previous $543,000 74.4%
% of portfolio
0.01%
Previous 0.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$48.51 - $52.86 $412,771 - $449,785
-8,509 Reduced 76.33%
2,638 $139,000
Q2 2024

Aug 13, 2024
BUY
$47.37 - $50.09 $528,033 - $558,353
11,147 New
11,147 $543,000
Q1 2024

Jun 11, 2024
SELL
$45.88 - $50.1 $1,605 - $1,753
-35 Closed
0 $0
Q4 2023

Feb 09, 2024
BUY
$39.63 - $46.73 $1,387 - $1,635
35 New
35 $1,000
Q4 2022

Feb 09, 2023
BUY
$34.79 - $40.71 $15,307 - $17,912
440 New
440 $17,000

Others Institutions Holding SPYV

# of Institutions
1,008
Shares Held
406M
Call Options Held
356K
Put Options Held
41.6K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

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