Ever Source Wealth Advisors, LLC Vaneck ETF Tr Investment Grade Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vaneck ETF Tr Investment Grade stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 479 shares of FLTR stock, worth $12,195. This represents 0.0% of its overall portfolio holdings.
Number of Shares
479
Previous 598
19.9%
Holding current value
$12,195
Previous $15,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
13 transactions
Others Institutions Holding FLTR
# of Institutions
250Shares Held
67.9MCall Options Held
0Put Options Held
0-
Demars Financial Group, LLC12.6MShares$320 Million14.03% of portfolio
-
Pinnacle Wealth Planning Services, Inc.4.15MShares$106 Million16.21% of portfolio
-
Wells Fargo & Company San Francisco, CA3.97MShares$101 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.78MShares$96.2 Million0.04% of portfolio
-
Morgan Stanley New York, NY2.26MShares$57.6 Million0.0% of portfolio