Ever Source Wealth Advisors, LLC Ishares Tr U.S. Transportation Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr U.S. Transportation stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 200 shares of IYT stock, worth $14,280. This represents 0.0% of its overall portfolio holdings.
Number of Shares
200
Previous 300
33.33%
Holding current value
$14,280
Previous $20,000
30.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding IYT
# of Institutions
196Shares Held
4.98MCall Options Held
68.1KPut Options Held
49K-
Morgan Stanley New York, NY885KShares$63.2 Million0.0% of portfolio
-
Goldman Sachs Group Inc New York, NY585KShares$41.8 Million0.01% of portfolio
-
First Financial Bankshares Inc Abilene, TX281KShares$20.1 Million0.41% of portfolio
-
Two Sigma Investments, LP New York, NY274KShares$19.5 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC253KShares$18.1 Million0.0% of portfolio