Ever Source Wealth Advisors, LLC Preferred Bank Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Preferred Bank stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 25 shares of PFBC stock, worth $2,066. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 32
21.88%
Holding current value
$2,066
Previous $2,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding PFBC
# of Institutions
233Shares Held
12MCall Options Held
500Put Options Held
10.2K-
Black Rock Inc. New York, NY1.33MShares$110 Million0.0% of portfolio
-
T. Rowe Price Investment Management, Inc. Baltimore, MD1.15MShares$95 Million0.06% of portfolio
-
Vanguard Group Inc Valley Forge, PA890KShares$73.6 Million0.0% of portfolio
-
Dimensional Fund Advisors LP Austin, TX634KShares$52.4 Million0.01% of portfolio
-
State Street Corp Boston, MA600KShares$49.6 Million0.0% of portfolio
About Preferred Bank
- Ticker PFBC
- Exchange NASDAQ
- Sector Financial Services
- Industry Banks—Regional
- Shares Outstandng 14,356,700
- Market Cap $1.19B
- Description
- Preferred Bank provides various commercial banking products and services to small and mid-sized businesses and their owners, entrepreneurs, real estate developers and investors, professionals, and high net worth individuals in the United States. The company accepts checking, savings, and money market deposit accounts; fixed-rate and fixed maturi...