Ever Source Wealth Advisors, LLC Hsbc Holdings PLC Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Hsbc Holdings PLC stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,166 shares of HSBC stock, worth $539,772. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,166
Previous 3,834
112.99%
Holding current value
$539,772
Previous $220,000
125.45%
% of portfolio
0.03%
Previous 0.01%
Shares
15 transactions
Others Institutions Holding HSBC
# of Institutions
585Shares Held
73.5MCall Options Held
2.74MPut Options Held
2.8M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa17MShares$1.13 Billion0.42% of portfolio
-
Dimensional Fund Advisors LP Austin, TX10.4MShares$687 Million0.15% of portfolio
-
Morgan Stanley New York, NY6.29MShares$416 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY5.61MShares$371 Million0.05% of portfolio
-
Sanders Capital, LLC West Palm Beach, FL2.97MShares$196 Million0.24% of portfolio
About HSBC HOLDINGS PLC
- Ticker HSBC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,993,609,984
- Market Cap $264B
- Description
- HSBC Holdings plc provides banking and financial services worldwide. The company operates through Wealth and Personal Banking, Commercial Banking, and Global Banking and Markets segments. The Wealth and Personal Banking segment offers retail banking and wealth products, including current and savings accounts, mortgages and personal loans, credit...