Ever Source Wealth Advisors, LLC Pacer Fds Tr Cash Cows Fd Fds Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 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 2,471 shares of HERD stock, worth $103,559. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,471
Previous 2,002
23.43%
Holding current value
$103,559
Previous $74,000
32.43%
% of portfolio
0.01%
Previous 0.0%
Shares
5 transactions
Others Institutions Holding HERD
# of Institutions
41Shares Held
1.54MCall Options Held
0Put Options Held
0-
Cetera Investment Advisers Schaumburg, IL385KShares$16.2 Million0.03% of portfolio
-
Envestnet Asset Management Inc218KShares$9.14 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC204KShares$8.53 Million0.0% of portfolio
-
Advisory Resource Group156KShares$6.55 Million1.49% of portfolio
-
Rockefeller Capital Management L.P. New York, NY76.1KShares$3.19 Million0.01% of portfolio