Ever Source Wealth Advisors, LLC Spdr Ser Tr Spdr Portfolio Tip Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Ser Tr Spdr Portfolio Tip stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 311 shares of SPIP stock, worth $8,141. This represents 0.0% of its overall portfolio holdings.
Number of Shares
311
Previous 69
350.72%
Holding current value
$8,141
Previous $1,000
700.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SPIP
# of Institutions
236Shares Held
28.5MCall Options Held
12.5KPut Options Held
0-
State Street Corp Boston, MA3.78MShares$98.9 Million0.0% of portfolio
-
Cwm, LLC3.54MShares$92.7 Million0.28% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA3.1MShares$81.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.43MShares$37.5 Million0.01% of portfolio
-
3 Edge Asset Management, LP1.28MShares$33.4 Million2.04% of portfolio