Ever Source Wealth Advisors, LLC Ishares Msci Usa Small Cap Min Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 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 1,335 shares of SMMV stock, worth $49,528. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,335
Previous 1,331
0.3%
Holding current value
$49,528
Previous $49,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding SMMV
# of Institutions
129Shares Held
19.6MCall Options Held
0Put Options Held
0-
Raymond James & Associates St Petersburg, FL12.9MShares$479 Million0.33% of portfolio
-
Mercer Global Advisors Inc Denver, CO1.25MShares$46.3 Million0.13% of portfolio
-
Bank Of America Corp Charlotte, NC1.05MShares$39 Million0.0% of portfolio
-
Envestnet Asset Management Inc972KShares$36.1 Million0.01% of portfolio
-
Raymond James Financial Services Advisors, Inc. St. Petersburg, FL413KShares$15.3 Million0.02% of portfolio