Ever Source Wealth Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Msci Usa Small Cap Min stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,351 shares of SMMV stock, worth $56,728. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,351
Previous 1,345
0.45%
Holding current value
$56,728
Previous $54,000
3.7%
% of portfolio
0.0%
Previous 0.0%
Shares
6 transactions
Others Institutions Holding SMMV
# of Institutions
138Shares Held
6.34MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC1.19MShares$49.9 Million0.0% of portfolio
-
Mercer Global Advisors Inc Denver, CO594KShares$24.9 Million0.06% of portfolio
-
Envestnet Asset Management Inc572KShares$24 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL409KShares$17.2 Million0.02% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL326KShares$13.7 Million0.01% of portfolio