Ever Source Wealth Advisors, LLC Spdr Bloomberg Short Term Inte 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 Short Term Inte stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3 shares of BWZ stock, worth $79. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$79

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$25.34 - $27.3 $76 - $81	3 New	3 $0

Others Institutions Holding BWZ

# of Institutions

Shares Held

3.38M

Call Options Held

Put Options Held

Quent Capital, LLC

803K
Shares

$21.2 Million
2.19% of portfolio
Checchi Capital Advisers, LLC Beverly Hills, CA

705K
Shares

$18.6 Million
1.05% of portfolio
Envestnet Asset Management Inc

381K
Shares

$10 Million
0.0% of portfolio
Master'S Wealth Management Inc. Lancaster, PA

286K
Shares

$7.55 Million
3.87% of portfolio
Mercer Global Advisors Inc Denver, CO

242K
Shares

$6.38 Million
0.02% of portfolio

View Full List

About SPDR BLOOMBERG SHORT TERM INTE

Ticker BWZ
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Spdr Bloomberg Short Term Inte Transaction History