Ever Source Wealth Advisors, LLC Ishares Tr Esg Msci Usa Leader Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding SUSL
# of Institutions
174Shares Held
8.15MCall Options Held
0Put Options Held
0-
Bank Of Italy1.65MShares$173 Million8.46% of portfolio
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55 I, LLC Boston, MA893KShares$93.7 Million1.54% of portfolio
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Mercer Global Advisors Inc Denver, CO853KShares$89.5 Million0.22% of portfolio
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Envestnet Asset Management Inc816KShares$85.6 Million0.03% of portfolio
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Jpmorgan Chase & CO New York, NY538KShares$56.4 Million0.0% of portfolio