Ever Source Wealth Advisors, LLC Ishares Tr Esg Advanced Total Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9,392 shares of EUSB stock, worth $402,071. This represents 0.03% of its overall portfolio holdings.
Number of Shares
9,392
Previous 9,359
0.35%
Holding current value
$402,071
Previous $398,000
4.52%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding EUSB
# of Institutions
162Shares Held
13.5MCall Options Held
0Put Options Held
0-
Black Rock Inc. New York, NY4.98MShares$213 Million0.0% of portfolio
-
Envestnet Asset Management Inc1.83MShares$78.3 Million0.03% of portfolio
-
Envestnet Portfolio Solutions, Inc. Berwyn, PA662KShares$28.3 Million0.1% of portfolio
-
Sig Fig Wealth Management, LLC San Francisco, CA506KShares$21.6 Million0.81% of portfolio
-
Impac Tfolio, LLC409KShares$17.5 Million9.36% of portfolio