Ever Source Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,592 shares of POCT stock, worth $111,870. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,592
Previous 2,592
-0.0%
Holding current value
$111,870
Previous $100,000
7.0%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding POCT
# of Institutions
229Shares Held
16.1MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY1.79MShares$77.4 Million0.03% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.42MShares$61.3 Million0.82% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ744KShares$32.1 Million0.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL699KShares$30.2 Million0.01% of portfolio
-
Envestnet Asset Management Inc509KShares$22 Million0.01% of portfolio