Ever Source Wealth Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ssga Active ETF Tr Spdr Doblel stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,841 shares of TOTL stock, worth $509,530. This represents 0.03% of its overall portfolio holdings.

Number of Shares

12,841

Previous 12,839 0.02%

Holding current value

$509,530

Previous $531,000 4.9%

% of portfolio

0.03%

Previous 0.04%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 07, 2025	BUY	$39.3 - $41.34 $78 - $82	2 Added 0.02%	12,841 $505,000
Q3 2024 Nov 08, 2024	BUY	$39.37 - $41.68 $39 - $41	1 Added 0.01%	12,839 $531,000
Q2 2024 Aug 13, 2024	SELL	$38.37 - $39.99 $2,071 - $2,159	-54 Reduced 0.42%	12,838 $509,000
Q1 2024 Jun 11, 2024	SELL	$39.46 - $40.35 $449,331 - $459,465	-11,387 Reduced 46.9%	12,892 $516,000
Q4 2023 Feb 09, 2024	BUY	$37.52 - $40.38 $800,264 - $861,265	21,329 Added 723.02%	24,279 $977,000
Q3 2023 Nov 03, 2023	BUY	$38.6 - $40.65 $113,870 - $119,917	2,950 New	2,950 $114,000
Q2 2022 Aug 01, 2022	SELL	$41.69 - $44.58 $31,934 - $34,148	-766 Closed	0 $0
Q1 2022 May 25, 2022	SELL	$44.48 - $47.26 $9,741 - $10,349	-219 Reduced 22.23%	766 $34,000
Q4 2021 Feb 07, 2022	BUY	$47.29 - $48.28 $46,580 - $47,555	985 New	985 $47,000

Others Institutions Holding TOTL

# of Institutions

378

Shares Held

67M

Call Options Held

Put Options Held

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About SSGA ACTIVE ETF TR SPDR DOBLEL

Ticker TOTL
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Ssga Active ETF Tr Spdr Doblel Transaction History