Ever Source Wealth Advisors, LLC Vanguard Wellington Fd Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
Shares
2 transactions
Others Institutions Holding VFMV
# of Institutions
45Shares Held
634KCall Options Held
0Put Options Held
0-
Anderson Hoagland & CO179KShares$22.3 Million2.32% of portfolio
-
Foundations Investment Advisors, LLC101KShares$12.6 Million0.25% of portfolio
-
New Edge Advisors, LLC New Orleans, LA68.4KShares$8.5 Million0.06% of portfolio
-
Milestone Advisory Partners40.8KShares$5.07 Million3.27% of portfolio
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Lpl Financial LLC Fort Mill, SC38.6KShares$4.8 Million0.0% of portfolio