Ever Source Wealth Advisors, LLC Spdr Portfolio Short Term Corp 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 Short Term Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 982 shares of SPSB stock, worth $29,420. This represents 0.0% of its overall portfolio holdings.

Number of Shares

982

Previous 982 -0.0%

Holding current value

$29,420

Previous $29,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	SELL	$29.51 - $29.7 $32,962 - $33,174	-1,117 Reduced 53.22%	982 $29,000
Q1 2024 Jun 11, 2024	BUY	$29.65 - $29.92 $5,396 - $5,445	182 Added 9.49%	2,099 $62,000
Q4 2023 Feb 09, 2024	BUY	$29.14 - $29.78 $45,953 - $46,963	1,577 Added 463.82%	1,917 $57,000
Q1 2023 May 11, 2023	BUY	$29.2 - $29.7 $8,789 - $8,939	301 Added 771.79%	340 $10,000
Q3 2022 Nov 07, 2022	BUY	$29.16 - $29.99 $1,137 - $1,169	39 New	39 $1,000
Q2 2022 Aug 01, 2022	SELL	$29.45 - $30.11 $52,803 - $53,987	-1,793 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$30.07 - $30.94 $15,425 - $15,872	-513 Reduced 22.25%	1,793 $54,000
Q4 2021 Feb 07, 2022	BUY	$30.92 - $31.24 $71,301 - $72,039	2,306 New	2,306 $71,000

Others Institutions Holding SPSB

# of Institutions

610

Shares Held

219M

Call Options Held

Put Options Held

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About SPDR PORTFOLIO SHORT TERM CORP

Ticker SPSB
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Spdr Portfolio Short Term Corp Transaction History