Ever Source Wealth Advisors, LLC First Trust Dorsey Wright Focu Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in First Trust Dorsey Wright Focu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 90 shares of FV stock, worth $5,477. This represents 0.0% of its overall portfolio holdings.
Number of Shares
90
Previous 90
-0.0%
Holding current value
$5,477
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FV
# of Institutions
346Shares Held
43.7MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY6.23MShares$379 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC4.42MShares$269 Million0.09% of portfolio
-
Wells Fargo & Company San Francisco, CA3.93MShares$239 Million0.05% of portfolio
-
Commonwealth Equity Services, LLC2.85MShares$174 Million0.22% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.36MShares$144 Million0.05% of portfolio