Ever Source Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2 shares of SLQD stock, worth $100. This represents 0.0% of its overall portfolio holdings.
Number of Shares
2
Previous 2
-0.0%
Holding current value
$100
Previous $0
NaN%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SLQD
# of Institutions
261Shares Held
29.9MCall Options Held
0Put Options Held
0-
Morgan Stanley New York, NY2.3MShares$116 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.14MShares$57.5 Million0.02% of portfolio
-
Lji Wealth Management, LLC Indianapolis, IN1.1MShares$55.6 Million11.06% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL1.1MShares$55.5 Million0.02% of portfolio
-
Ubs Group Ag1.08MShares$54.5 Million0.01% of portfolio