Ever Source Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
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 $6,027. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$6,027
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
196Shares Held
6.7MCall Options Held
38KPut Options Held
103K-
Raymond James & Associates St Petersburg, FL880KShares$136 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa710KShares$110 Million0.04% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.640KShares$98.9 Million1.17% of portfolio
-
Assetmark, Inc575KShares$88.8 Million0.22% of portfolio
-
Morgan Stanley New York, NY470KShares$72.7 Million0.0% of portfolio