Ever Source Wealth Advisors, LLC Vanguard S&P Small Cap 600 ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard S&P Small Cap 600 ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 33 shares of VIOO stock, worth $3,043. This represents 0.0% of its overall portfolio holdings.
Number of Shares
33
Previous 33
-0.0%
Holding current value
$3,043
Previous $3,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VIOO
# of Institutions
364Shares Held
13.8MCall Options Held
0Put Options Held
0-
Orgel Wealth Management, LLC1.19MShares$110 Million3.15% of portfolio
-
Bank Of America Corp Charlotte, NC1.17MShares$108 Million0.01% of portfolio
-
Morgan Stanley New York, NY722KShares$66.6 Million0.01% of portfolio
-
Mariner, LLC Overland Park, KS599KShares$55.2 Million0.11% of portfolio
-
Lpl Financial LLC Fort Mill, SC469KShares$43.2 Million0.02% of portfolio