Ever Source Wealth Advisors, LLC First Tr Exchange Traded Fd Iv Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr Exchange Traded Fd Iv stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 18 shares of FCVT stock, worth $799. This represents 0.0% of its overall portfolio holdings.
Number of Shares
18
Previous 19
5.26%
Holding current value
$799
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FCVT
# of Institutions
61Shares Held
1.71MCall Options Held
0Put Options Held
0-
Concurrent Investment Advisors, LLC Tampa, FL304KShares$13.5 Million0.23% of portfolio
-
Lpl Financial LLC Fort Mill, SC169KShares$7.52 Million0.0% of portfolio
-
Ameritas Advisory Services, LLC Lincoln, NE143KShares$6.36 Million0.3% of portfolio
-
Jane Street Group, LLC New York, NY133KShares$5.92 Million0.0% of portfolio
-
Coppell Advisory Solutions Corp. Coppell, TX121KShares$5.38 Million0.78% of portfolio