Ever Source Wealth Advisors, LLC Listed Fds Tr Trueshares Low V Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Listed Fds Tr Trueshares Low V stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 117 shares of DIVZ stock, worth $4,016. This represents 0.0% of its overall portfolio holdings.
Number of Shares
117
Previous 117
-0.0%
Holding current value
$4,016
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DIVZ
# of Institutions
19Shares Held
5.28MCall Options Held
0Put Options Held
0-
49 Wealth Management, LLC Austin, TX2.62MShares$90.1 Million10.75% of portfolio
-
Titleist Asset Management, Ltd. San Antonio, TX1.11MShares$37.9 Million7.51% of portfolio
-
Titleist Asset Management, LLC San Antonio, TX703KShares$24.1 Million2.76% of portfolio
-
Weaver Consulting Group658KShares$22.6 Million7.63% of portfolio
-
Authentikos Wealth Advisory, LLC Morgan Hill, CA69.3KShares$2.38 Million1.98% of portfolio