Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 98 shares of DHS stock, worth $9,153. This represents 0.0% of its overall portfolio holdings.

Number of Shares

Holding current value

$9,153

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 13, 2025	BUY	$91.55 - $99.74 $8,971 - $9,774	98 New	98 $9,000

Others Institutions Holding DHS

# of Institutions

247

Shares Held

6.36M

Call Options Held

Put Options Held

Cwm, LLC

854K
Shares

$79.8 Million
0.34% of portfolio
Wells Fargo & Company San Francisco, CA

509K
Shares

$47.5 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

438K
Shares

$40.9 Million
0.02% of portfolio
Cetera Investment Advisers Schaumburg, IL

373K
Shares

$34.9 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

370K
Shares

$34.6 Million
0.0% of portfolio

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About WISDOMTREE TR U.S

Ticker DHS
Sector ETFs
Industry ETFs

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Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S Transaction History