Ever Source Wealth Advisors, LLC First Tr Morningstar Dividend Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

Number of Shares

0

Holding current value

$0

% of portfolio

0.0%

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$39.59 - $43.95 $0 - $0	0 New	0 $0
Q2 2024 Aug 13, 2024	BUY	$36.38 - $39.01 $21,064 - $22,586	579 New	579 $21,000
Q1 2024 Jun 11, 2024	BUY	$35.29 - $38.48 $0 - $0	0 New	0 $0

Others Institutions Holding FDL

# of Institutions

413

Shares Held

64.9M

Call Options Held

0

Put Options Held

0

Lpl Financial LLC Fort Mill, SC

9.11M
Shares

$384 Million
0.15% of portfolio
Morgan Stanley New York, NY

6.64M
Shares

$280 Million
0.02% of portfolio
Raymond James Financial Inc St. Petersburg, FL

3.16M
Shares

$133 Million
0.05% of portfolio
Wells Fargo & Company San Francisco, CA

2.47M
Shares

$104 Million
0.02% of portfolio
Rockport Wealth LLC Fairview Park, OH

1.95M
Shares

$82.3 Million
34.93% of portfolio

About FIRST TR MORNINGSTAR DIVIDEND

Ticker FDL
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