Ever Source Wealth Advisors, LLC Hsbc Holdings PLC Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 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 8,096 shares of HSBC stock, worth $576,597. This represents 0.03% of its overall portfolio holdings.
Number of Shares
8,096
Previous 8,166
0.86%
Holding current value
$576,597
Previous $496,000
15.73%
% of portfolio
0.03%
Previous 0.03%
Shares
16 transactions
Others Institutions Holding HSBC
# of Institutions
634Shares Held
76.2MCall Options Held
2.76MPut Options Held
2.84M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa17.4MShares$1.24 Billion0.46% of portfolio
-
Dimensional Fund Advisors LP Austin, TX10.6MShares$753 Million0.17% of portfolio
-
Morgan Stanley New York, NY6.49MShares$462 Million0.03% of portfolio
-
Goldman Sachs Group Inc New York, NY6.23MShares$444 Million0.06% of portfolio
-
Northern Trust Corp Chicago, IL3.05MShares$217 Million0.03% of portfolio
About HSBC HOLDINGS PLC
- Ticker HSBC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,993,609,984
- Market Cap $284B
- 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...