Ever Source Wealth Advisors, LLC ETF Ser Solutions Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding PPTY
# of Institutions
24Shares Held
3.96MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN3.29MShares$109 Million1.42% of portfolio
-
Tap Consulting, LLC175KShares$5.81 Million1.23% of portfolio
-
Mercer Global Advisors Inc Denver, CO90.6KShares$3.02 Million0.01% of portfolio
-
Vident Advisory, LLC Alpharetta, GA90.4KShares$3.01 Million0.08% of portfolio
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Empirical Asset Management, LLC69KShares$2.3 Million0.3% of portfolio