Ever Source Wealth Advisors, LLC First Trust Multi Asset Divers Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in First Trust Multi Asset Divers stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 196 shares of MDIV stock, worth $3,088. This represents 0.0% of its overall portfolio holdings.
Number of Shares
196
Previous 165
18.79%
Holding current value
$3,088
Previous $2,000
50.0%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding MDIV
# of Institutions
109Shares Held
11.3MCall Options Held
0Put Options Held
0-
Flaharty Asset Management, LLC1.61MShares$25.4 Million5.25% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN1.54MShares$24.2 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.2MShares$18.9 Million0.01% of portfolio
-
Morgan Stanley New York, NY863KShares$13.6 Million0.0% of portfolio
-
Commonwealth Equity Services, LLC703KShares$11.1 Million0.01% of portfolio