Ever Source Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 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 $6,638. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$6,638
Previous $5,000
20.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
198Shares Held
6.25MCall Options Held
25.7KPut Options Held
130K-
Raymond James & Associates St Petersburg, FL880KShares$150 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa684KShares$116 Million0.05% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.640KShares$109 Million1.24% of portfolio
-
Morgan Stanley New York, NY462KShares$78.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC374KShares$63.7 Million0.02% of portfolio