Ever Source Wealth Advisors, LLC Vanguard Global Ex U.S. Real Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$36.73 - $43.52 $1,322 - $1,566	36 New	36 $1,000
Q4 2021 Feb 07, 2022	BUY	$52.69 - $58.11 $118,025 - $130,166	2,240 New	2,240 $121,000

Others Institutions Holding VNQI

# of Institutions

384

Shares Held

57M

Call Options Held

15.8K

Put Options Held

18.4K

Empower Advisory Group, LLC Greenwood Village, CO

15.4M
Shares

$664 Million
2.45% of portfolio
Personal Capital Advisors Corp

11.9M
Shares

$515 Million
2.39% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

6.07M
Shares

$262 Million
0.06% of portfolio
Envestnet Asset Management Inc

1.41M
Shares

$61.1 Million
0.02% of portfolio
United Capital Financial Advisers, LLC Newport Beach, CA

1.38M
Shares

$59.8 Million
0.33% of portfolio

About VANGUARD GLOBAL EX- U.S. REAL

Ticker VNQI
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