Ever Source Wealth Advisors, LLC Spdr Portfolio S&P 500 Value E 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 S&P 500 Value E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 38 shares of SPYV stock, worth $1,923. This represents 0.0% of its overall portfolio holdings.

Number of Shares
38
Previous 2,638 98.56%
Holding current value
$1,923
Previous $139,000 99.28%
% of portfolio
0.0%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
SELL
$51.09 - $55.27 $132,834 - $143,702
-2,600 Reduced 98.56%
38 $1,000
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
1,088
Shares Held
439M
Call Options Held
316K
Put Options Held
4.7K
View Full List

About SPDR PORTFOLIO S&P 500 VALUE E

SPYV Quotes by TradingView
  • Ticker SPYV
  • Sector ETFs
  • Industry ETFs
More about SPYV
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email