Ever Source Wealth Advisors, LLC Pimco ETF Tr 1 5 Yr High Yield Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Pimco ETF Tr 1 5 Yr High Yield stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 346 shares of HYS stock, worth $32,036. This represents 0.0% of its overall portfolio holdings.
Number of Shares
346
Previous 235
47.23%
Holding current value
$32,036
Previous $21,000
52.38%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding HYS
# of Institutions
237Shares Held
10MCall Options Held
0Put Options Held
0-
Jpmorgan Chase & CO New York, NY1.31MShares$121 Million0.01% of portfolio
-
Assetmark, Inc660KShares$61.1 Million0.2% of portfolio
-
Morgan Stanley New York, NY600KShares$55.6 Million0.0% of portfolio
-
Lloyd Advisory Services, Llc. Suwanee, GA542KShares$50.1 Million16.28% of portfolio
-
Envestnet Asset Management Inc530KShares$49.1 Million0.02% of portfolio