Ever Source Wealth Advisors, LLC Vanguard Extended Duration Tre Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$62.83 - $82.79 $23,938 - $31,542	381 New	381 $30,000

Others Institutions Holding EDV

# of Institutions

197

Shares Held

15.7M

Call Options Held

416K

Put Options Held

422K

Envestnet Asset Management Inc

1.03M
Shares

$76.7 Million
0.03% of portfolio
Bank Of America Corp Charlotte, NC

1.01M
Shares

$74.8 Million
0.01% of portfolio
Ameriprise Financial Inc Minneapolis, MN

902K
Shares

$66.9 Million
0.02% of portfolio
River Front Investment Group, LLC Richmond, VA

891K
Shares

$66 Million
1.71% of portfolio
Mirae Asset Global Investments Co., Ltd.

876K
Shares

$64.9 Million
0.31% of portfolio

About VANGUARD EXTENDED DURATION TRE

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