Ever Source Wealth Advisors, LLC Innovator U.S. Equity Buffer E Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding BAPR
# of Institutions
108Shares Held
3.59MCall Options Held
0Put Options Held
0-
Penserra Capital Management LLC Orinda, CA344KShares$14.6 Million0.28% of portfolio
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Integral Investment Advisors, Inc.257KShares$10.9 Million3.09% of portfolio
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Cerity Partners LLC New York, NY196KShares$8.29 Million0.02% of portfolio
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High Tower Advisors, LLC Chicago, IL188KShares$7.95 Million0.01% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ184KShares$7.77 Million0.02% of portfolio