EverSource Wealth Advisors, LLC
Position in SPTS — State Street(R) SPDR(R) Portfolio Short Term Treasury ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in SPTS
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 SPTS | $118,294 | 4,054 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 SPTS | $59,233 | 2,023 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 SPTS | $59,314 | 2,023 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 SPTS | $83,827 | 2,862 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 SPTS | $352,722 | 12,063 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 SPTS | $79,429 | 2,738 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 SPTS | $59,496 | 2,023 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 SPTS | $58,404 | 2,023 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 SPTS | $58,505 | 2,023 | Shares | Sole | 2024-06-11 | |
| 2023-12-31 SPTS | $58,768 | 2,023 | Shares | Sole | 2024-02-09 | |
| No filing history on record for this holder in this stock. | ||||||