Ever Source Wealth Advisors, LLC Retail Opportunity Investments Corp Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Retail Opportunity Investments Corp stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 84 shares of ROIC stock, worth $1,044. This represents 0.0% of its overall portfolio holdings.
Number of Shares
84
Previous 43
95.35%
Holding current value
$1,044
Previous $0
Infinity%
% of portfolio
0.0%
Previous 0.0%
Shares
7 transactions
Others Institutions Holding ROIC
# of Institutions
236Shares Held
125MCall Options Held
3.2KPut Options Held
3.5K-
Black Rock Inc. New York, NY23.5MShares$292 Million0.01% of portfolio
-
Vanguard Group Inc Valley Forge, PA19.8MShares$246 Million0.01% of portfolio
-
Centersquare Investment Management LLC Plymouth Meeting, PA9.32MShares$116 Million1.3% of portfolio
-
State Street Corp Boston, MA7.48MShares$93 Million0.0% of portfolio
-
Principal Financial Group Inc Des Moines, IA5.01MShares$62.3 Million0.04% of portfolio
About RETAIL OPPORTUNITY INVESTMENTS CORP
- Ticker ROIC
- Exchange NASDAQ
- Sector Real Estate
- Industry REIT—Retail
- Shares Outstandng 124,542,000
- Market Cap $1.55B
- Description
- Retail Opportunity Investments Corp. (NASDAQ: ROIC), is a fully-integrated, self-managed real estate investment trust (REIT) that specializes in the acquisition, ownership and management of grocery-anchored shopping centers located in densely populated, metropolitan markets across the West Coast. As of September 30, 2020, ROIC owned 88 shopping ...