Ever Source Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 352 shares of ILCV stock, worth $29,863. This represents 0.0% of its overall portfolio holdings.
Number of Shares
352Holding current value
$29,863% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
187Shares Held
9.5MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$74.6 Million0.72% of portfolio
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Bank Of America Corp Charlotte, NC792KShares$67.2 Million0.01% of portfolio
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Steele Capital Management, Inc. Dubuque, IA703KShares$59.6 Million2.81% of portfolio
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Matrix Trust CO700KShares$59.4 Million9.3% of portfolio
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Lpl Financial LLC Fort Mill, SC527KShares$44.7 Million0.02% of portfolio