Ever Source Wealth Advisors, LLC Ishares Msci Usa Min Vol Facto 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 Min Vol Facto stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,167 shares of USMV stock, worth $97,876. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,167
Previous 1,922
39.28%
Holding current value
$97,876
Previous $160,000
39.38%
% of portfolio
0.01%
Previous 0.01%
Shares
11 transactions
Others Institutions Holding USMV
# of Institutions
1,243Shares Held
216MCall Options Held
23.9KPut Options Held
478K-
Morgan Stanley New York, NY22.5MShares$1.89 Billion0.15% of portfolio
-
Bank Of America Corp Charlotte, NC17.3MShares$1.45 Billion0.14% of portfolio
-
Raymond James & Associates St Petersburg, FL15.9MShares$1.34 Billion0.91% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA9.51MShares$797 Million0.55% of portfolio
-
Envestnet Asset Management Inc6.39MShares$536 Million0.2% of portfolio