Ever Source Wealth Advisors, LLC Dbx ETF Tr Xtrackers Internati Transaction History

Ever Source Wealth Advisors, LLC

$1.5 Billion
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	SELL	$18.32 - $21.89 $1,264 - $1,510	-69 Reduced 79.31%	18 $0
Q3 2023 Nov 03, 2023	BUY	$19.31 - $21.33 $1,679 - $1,855	87 New	87 $1,000

Others Institutions Holding HAUZ

# of Institutions

72

Shares Held

34.5M

Call Options Held

0

Put Options Held

0

Charles Schwab Investment Management Inc San Francisco, CA

30.6M
Shares

$661 Million
0.12% of portfolio
International Assets Investment Management, LLC Orlando, FL

2.72M
Shares

$58.7 Million
0.16% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

591K
Shares

$12.8 Million
0.03% of portfolio
Aire Advisors, LLC Beverly Hills, CA

288K
Shares

$6.22 Million
1.35% of portfolio
Susquehanna International Group, LLP Bala Cynwyd, PA

68.1K
Shares

$1.47 Million
0.0% of portfolio

About DBX ETF TR XTRACKERS INTERNATI

Ticker HAUZ
Sector ETFs
Industry ETFs

More about HAUZ

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.