Ever Source Wealth Advisors, LLC Vanguard Mid Cap ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.5 Billion
- Q2 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Mid Cap ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 689 shares of VO stock, worth $178,120. This represents 0.01% of its overall portfolio holdings.
Number of Shares
689
Previous 514
34.05%
Holding current value
$178,120
Previous $128,000
29.69%
% of portfolio
0.01%
Previous 0.01%
Shares
9 transactions
Others Institutions Holding VO
# of Institutions
2,016Shares Held
171MCall Options Held
58.4KPut Options Held
26K-
Wells Fargo & Company San Francisco, CA23.1MShares$5.97 Billion1.37% of portfolio
-
Bank Of America Corp Charlotte, NC16MShares$4.14 Billion0.35% of portfolio
-
Jones Financial Companies Lllp14MShares$3.63 Billion3.93% of portfolio
-
Creative Planning Overland Park, KS8.27MShares$2.14 Billion2.14% of portfolio
-
Morgan Stanley New York, NY7.31MShares$1.89 Billion0.14% of portfolio