A detailed history of Ever Source Wealth Advisors, LLC transactions in Spdr Portfolio Short Term Trea stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,738 shares of SPTS stock, worth $79,456. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,738
Previous 2,023 35.34%
Holding current value
$79,456
Previous $59,000 33.9%
% of portfolio
0.0%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025

BUY
$28.88 - $29.33 $20,649 - $20,970
715 Added 35.34%
2,738 $79,000
Q4 2023

Feb 09, 2024

BUY
$28.59 - $29.06 $57,837 - $58,788
2,023 New
2,023 $58,000

Others Institutions Holding SPTS

About SPDR PORTFOLIO SHORT TERM TREA


  • Ticker SPTS
  • Sector ETFs
  • Industry ETFs
More about SPTS
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.