Ever Source Wealth Advisors, LLC I3 Verticals, Inc. Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in I3 Verticals, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 541 shares of IIIV stock, worth $17,360. This represents 0.0% of its overall portfolio holdings.
Number of Shares
541
Previous 5,091
89.37%
Holding current value
$17,360
Previous $125,000
88.8%
% of portfolio
0.0%
Previous 0.01%
Shares
8 transactions
Others Institutions Holding IIIV
# of Institutions
168Shares Held
27.9MCall Options Held
116KPut Options Held
0-
T. Rowe Price Investment Management, Inc. Baltimore, MD3.18MShares$102 Million0.06% of portfolio
-
Geneva Capital Management LLC1.89MShares$60.6 Million0.89% of portfolio
-
Vanguard Group Inc Valley Forge, PA1.85MShares$59.5 Million0.0% of portfolio
-
Black Rock Inc. New York, NY1.78MShares$57.3 Million0.0% of portfolio
-
Crosslink Capital Inc Menlo Park, CA1.25MShares$40.2 Million5.23% of portfolio
About i3 Verticals, Inc.
- Ticker IIIV
- Exchange NASDAQ
- Sector Technology
- Industry Software—Infrastructure
- Shares Outstandng 22,262,900
- Market Cap $714M
- Description
- i3 Verticals, Inc. provides integrated payment and software solutions to small- and medium-sized businesses and organizations in education, non-profit, public sector, and healthcare markets in the United States. It operates in two segments, Merchant Services, and Proprietary Software and Payments. The company offers payment processing services t...