Ever Source Wealth Advisors, LLC ETF Ser Solutions Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
Shares
2 transactions
Others Institutions Holding PPTY
# of Institutions
25Shares Held
1.44MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN803KShares$23.8 Million0.33% of portfolio
-
Tap Consulting, LLC181KShares$5.37 Million1.24% of portfolio
-
Vident Advisory, LLC Alpharetta, GA89KShares$2.64 Million0.04% of portfolio
-
Empirical Asset Management, LLC74.3KShares$2.2 Million0.8% of portfolio
-
Morgan Stanley New York, NY72KShares$2.13 Million0.0% of portfolio