Ever Source Wealth Advisors, LLC Pacer Fds Tr Cash Cows Fd Fds Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Pacer Fds Tr Cash Cows Fd Fds stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,002 shares of HERD stock, worth $77,477. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2,002
Previous 1,828
9.52%
Holding current value
$77,477
Previous $69,000
7.25%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding HERD
# of Institutions
37Shares Held
1.61MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL399KShares$15.5 Million0.03% of portfolio
-
Envestnet Asset Management Inc218KShares$8.43 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC201KShares$7.78 Million0.0% of portfolio
-
Advisory Resource Group178KShares$6.89 Million1.63% of portfolio
-
Commonwealth Equity Services, LLC89.9KShares$3.48 Million0.0% of portfolio