Ever Source Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 39 shares of IAI stock, worth $5,908. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$5,908
Previous $4,000
25.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
167Shares Held
9.07MCall Options Held
5.4KPut Options Held
300-
Envestnet Asset Management Inc1.26MShares$190 Million0.05% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$178 Million0.01% of portfolio
-
Raymond James & Associates St Petersburg, FL880KShares$133 Million0.07% of portfolio
-
Truist Financial Corp783KShares$119 Million0.16% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa779KShares$118 Million0.04% of portfolio