Ever Source Wealth Advisors, LLC Wisdomtree U.S. Smallcap Fund Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding EES
# of Institutions
164Shares Held
7.89MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC849KShares$42.3 Million0.0% of portfolio
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Morgan Stanley New York, NY776KShares$38.6 Million0.0% of portfolio
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Ubs Group Ag729KShares$36.3 Million0.01% of portfolio
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Essential Planning, Llc. Portsmouth, NH537KShares$26.7 Million0.19% of portfolio
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Ameriprise Financial Inc Minneapolis, MN499KShares$24.9 Million0.01% of portfolio