Ever Source Wealth Advisors, LLC Ishares Tr Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 2,300 shares of ITA stock, worth $360,134. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,300
Previous 2,659
13.5%
Holding current value
$360,134
Previous $351,000
1.99%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding ITA
# of Institutions
723Shares Held
18.7MCall Options Held
315KPut Options Held
178K-
Bank Of America Corp Charlotte, NC4.02MShares$629 Million0.05% of portfolio
-
Morgan Stanley New York, NY1.87MShares$293 Million0.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC974KShares$152 Million0.07% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN751KShares$118 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA720KShares$113 Million0.02% of portfolio