Ever Source Wealth Advisors, LLC Vaneck Short Muni ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 12,070 shares of SMB stock, worth $209,897. This represents 0.01% of its overall portfolio holdings.
Number of Shares
12,070
Previous 10,180
18.57%
Holding current value
$209,897
Previous $174,000
19.54%
% of portfolio
0.01%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding SMB
# of Institutions
97Shares Held
12.4MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.88MShares$32.7 Million0.0% of portfolio
-
Allworth Financial LP1.87MShares$32.5 Million0.16% of portfolio
-
M Holdings Securities, Inc. Portland, OR675KShares$11.7 Million2.0% of portfolio
-
Wells Fargo & Company San Francisco, CA563KShares$9.78 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC558KShares$9.71 Million0.0% of portfolio