Ever Source Wealth Advisors, LLC Simplify ETF Simplify Volatili Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
Shares
1 transactions
Others Institutions Holding SVOL
# of Institutions
95Shares Held
5.74MCall Options Held
15.7KPut Options Held
163K-
Ae Wealth Management LLC850KShares$18.1 Million0.17% of portfolio
-
Peak Financial Advisors LLC487KShares$10.4 Million6.48% of portfolio
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Legacy Investment Solutions, LLC Meridian, ID483KShares$10.3 Million7.47% of portfolio
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Beacon Capital Management, LLC415KShares$8.82 Million1.38% of portfolio
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Cumberland Partners LTD Toronto, A6335KShares$7.13 Million0.52% of portfolio