Ever Source Wealth Advisors, LLC Flexshares Tr Disciplined Dura Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,321 shares of MBSD stock, worth $70,039. This represents 0.0% of its overall portfolio holdings.
Number of Shares
3,321Holding current value
$70,039% of portfolio
0.0%Shares
1 transactions
Others Institutions Holding MBSD
# of Institutions
25Shares Held
1.39MCall Options Held
0Put Options Held
0-
Boltwood Capital Management437KShares$9.21 Million2.78% of portfolio
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Trivant Custom Portfolio Group, LLC San Diego, CA287KShares$6.06 Million3.58% of portfolio
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Cottonwood Capital Advisors, LLC224KShares$4.73 Million3.78% of portfolio
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Morgan Stanley New York, NY106KShares$2.24 Million0.0% of portfolio
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Creative One Wealth, LLC Overland Park, KS71.4KShares$1.51 Million0.07% of portfolio