Ever Source Wealth Advisors, LLC Ishares Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 59,666 shares of IDV stock, worth $1.86 Million. This represents 0.1% of its overall portfolio holdings.
Number of Shares
59,666
Previous 117,442
49.2%
Holding current value
$1.86 Million
Previous $3.55 Million
54.0%
% of portfolio
0.1%
Previous 0.24%
Shares
13 transactions
Others Institutions Holding IDV
# of Institutions
496Shares Held
78.4MCall Options Held
20.5KPut Options Held
24.8K-
Bank Of America Corp Charlotte, NC10.6MShares$331 Million0.02% of portfolio
-
Morgan Stanley New York, NY6.59MShares$206 Million0.01% of portfolio
-
Envestnet Asset Management Inc5.4MShares$168 Million0.05% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN3.85MShares$120 Million0.03% of portfolio
-
Ubs Group Ag2.71MShares$84.4 Million0.01% of portfolio