Ever Source Wealth Advisors, LLC Spdr S&P Kensho New Economies Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
Shares
1 transactions
Others Institutions Holding KOMP
# of Institutions
143Shares Held
38.6MCall Options Held
27KPut Options Held
0-
Financial Engines Advisors L.L.C. Santa Clara, CA33.9MShares$1.67 Billion3.48% of portfolio
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Betterment LLC New York, NY1.58MShares$78.3 Million0.19% of portfolio
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Strategic Advocates LLC Logan, UT474KShares$23.4 Million8.66% of portfolio
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Horizon Investments, LLC Charlotte, NC220KShares$10.9 Million0.23% of portfolio
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Morgan Stanley New York, NY216KShares$10.7 Million0.0% of portfolio