Ever Source Wealth Advisors, LLC Spdr S&P Aerospace & Defense E Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 413 shares of XAR stock, worth $78,998. This represents 0.0% of its overall portfolio holdings.
Number of Shares
413
Previous 357
15.69%
Holding current value
$78,998
Previous $59,000
11.86%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding XAR
# of Institutions
415Shares Held
7.58MCall Options Held
33.2KPut Options Held
4.1K-
Lpl Financial LLC Fort Mill, SC1.2MShares$230 Million0.08% of portfolio
-
Bank Of America Corp Charlotte, NC815KShares$156 Million0.01% of portfolio
-
Morgan Stanley New York, NY746KShares$143 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA249KShares$47.7 Million0.01% of portfolio
-
Envestnet Asset Management Inc226KShares$43.2 Million0.01% of portfolio