Ever Source Wealth Advisors, LLC Flexshares Tr Disciplined Dura Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 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 1,201 shares of MBSD stock, worth $24,536. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,201
Previous 3,321
63.84%
Holding current value
$24,536
Previous $67,000
62.69%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MBSD
# of Institutions
29Shares Held
1.83MCall Options Held
0Put Options Held
0-
Boltwood Capital Management417KShares$8.52 Million2.6% of portfolio
-
Creative One Wealth, LLC Overland Park, KS296KShares$6.05 Million0.23% of portfolio
-
Cottonwood Capital Advisors, LLC285KShares$5.83 Million4.69% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA285KShares$5.82 Million3.45% of portfolio
-
Morgan Stanley New York, NY143KShares$2.92 Million0.0% of portfolio