Ever Source Wealth Advisors, LLC First Tr Value Line Divid Inde Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in First Tr Value Line Divid Inde stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 4,118 shares of FVD stock, worth $184,857. This represents 0.01% of its overall portfolio holdings.
Number of Shares
4,118
Previous 1,460
182.05%
Holding current value
$184,857
Previous $63,000
190.48%
% of portfolio
0.01%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding FVD
# of Institutions
638Shares Held
142MCall Options Held
0Put Options Held
823-
Morgan Stanley New York, NY20MShares$897 Million0.07% of portfolio
-
Lpl Financial LLC Fort Mill, SC17.7MShares$793 Million0.32% of portfolio
-
Bank Of America Corp Charlotte, NC6.68MShares$300 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL6.28MShares$282 Million0.11% of portfolio
-
Wells Fargo & Company San Francisco, CA6.26MShares$281 Million0.07% of portfolio