Ever Source Wealth Advisors, LLC Ishares Tr Ishares Morningstar Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Ishares Morningstar stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 769 shares of IYLD stock, worth $15,272. This represents 0.0% of its overall portfolio holdings.
Number of Shares
769
Previous 769
-0.0%
Holding current value
$15,272
Previous $15,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IYLD
# of Institutions
52Shares Held
1.12MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY156KShares$3.1 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC110KShares$2.19 Million0.0% of portfolio
-
Kestra Advisory Services, LLC84.3KShares$1.67 Million0.01% of portfolio
-
Bank Of America Corp Charlotte, NC77KShares$1.53 Million0.0% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ65.7KShares$1.31 Million0.0% of portfolio