Ever Source Wealth Advisors, LLC ETF Opportunities Tr Applied F Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 69,910 shares of VSLU stock, worth $2.59 Million. This represents 0.17% of its overall portfolio holdings.
Number of Shares
69,910Holding current value
$2.59 Million% of portfolio
0.17%Shares
1 transactions
Others Institutions Holding VSLU
# of Institutions
35Shares Held
5.09MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.14MShares$42.1 Million0.81% of portfolio
-
Novare Capital Management LLC659KShares$24.5 Million2.04% of portfolio
-
Newman Dignan & Sheerar, Inc.613KShares$22.7 Million3.77% of portfolio
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Watchman Group, Inc. Plano, TX512KShares$19 Million5.57% of portfolio
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Jpmorgan Chase & CO New York, NY354KShares$13.1 Million0.0% of portfolio