Ever Source Wealth Advisors, LLC Spdr Bloomberg 1 3 Month T Bil Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Bloomberg 1 3 Month T Bil stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 314,030 shares of BIL stock, worth $28.8 Million. This represents 1.74% of its overall portfolio holdings.
Number of Shares
314,030
Previous 279,489
12.36%
Holding current value
$28.8 Million
Previous $25.7 Million
11.89%
% of portfolio
1.74%
Previous 1.74%
Shares
12 transactions
Others Institutions Holding BIL
# of Institutions
1,202Shares Held
236MCall Options Held
3.3KPut Options Held
105K-
Morgan Stanley New York, NY19.4MShares$1.78 Billion0.13% of portfolio
-
Bank Of America Corp Charlotte, NC16.4MShares$1.5 Billion0.13% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX14.7MShares$1.35 Billion2.72% of portfolio
-
Lpl Financial LLC Fort Mill, SC11.5MShares$1.05 Billion0.44% of portfolio
-
Ubs Group Ag6.52MShares$598 Million0.11% of portfolio