Ever Source Wealth Advisors, LLC Ishares Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
Shares
3 transactions
Others Institutions Holding GBF
# of Institutions
79Shares Held
1.23MCall Options Held
0Put Options Held
0-
Destination Wealth Management187KShares$19.8 Million0.59% of portfolio
-
Morgan Stanley New York, NY118KShares$12.5 Million0.0% of portfolio
-
Resources Investment Advisors, Llc. Overland Park, KS112KShares$11.8 Million0.14% of portfolio
-
Jpmorgan Chase & CO New York, NY101KShares$10.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC91.8KShares$9.75 Million0.0% of portfolio