Ever Source Wealth Advisors, LLC Wisdomtree Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 200 shares of DTH stock, worth $7,852. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 200
-0.0%
Holding current value
$7,852
Previous $7,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding DTH
# of Institutions
80Shares Held
5.39MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.38MShares$54 Million0.0% of portfolio
-
Morgan Stanley New York, NY624KShares$24.5 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC398KShares$15.6 Million0.01% of portfolio
-
Vertex Planning Partners, LLC Downers Grove, IL326KShares$12.8 Million3.24% of portfolio
-
Beacon Pointe Advisors, LLC Newport Beach, CA199KShares$7.81 Million0.09% of portfolio