Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S. Smallcap Di Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S. Smallcap Di stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 456 shares of DES stock, worth $14,924. This represents 0.0% of its overall portfolio holdings.
Number of Shares
456
Previous 456
-0.0%
Holding current value
$14,924
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DES
# of Institutions
363Shares Held
31.5MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.46MShares$80.4 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC2.23MShares$73 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC2.22MShares$72.6 Million0.01% of portfolio
-
Ubs Group Ag1.72MShares$56.4 Million0.01% of portfolio
-
Creative Planning Overland Park, KS1.48MShares$48.3 Million0.05% of portfolio