Ever Source Wealth Advisors, LLC Hsbc Holdings PLC Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
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 1,914 shares of HSBC stock, worth $94,455. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,914
Previous 1,795
6.63%
Holding current value
$94,455
Previous $78,000
10.26%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding HSBC
# of Institutions
477Shares Held
52.7MCall Options Held
2.49MPut Options Held
1.57M-
Dimensional Fund Advisors LP Austin, TX10.7MShares$526 Million0.12% of portfolio
-
Morgan Stanley New York, NY6.37MShares$315 Million0.02% of portfolio
-
Goldman Sachs Group Inc New York, NY4.79MShares$236 Million0.04% of portfolio
-
Bank Of America Corp Charlotte, NC3.36MShares$166 Million0.01% of portfolio
-
Mediolanum International Funds LTD Dublin 1, L23.1MShares$153 Million0.39% of portfolio
About HSBC HOLDINGS PLC
- Ticker HSBC
- Exchange OTC
- Sector Financial Services
- Industry Banks—Diversified
- Shares Outstandng 3,993,609,984
- Market Cap $197B
- 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...