Ever Source Wealth Advisors, LLC ETF Opportunities Tr Applied F Transaction History
Ever Source Wealth Advisors, LLC
- $1.66 Billion
- Q1 2025
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 111,168 shares of VSLU stock, worth $4.09 Million. This represents 0.23% of its overall portfolio holdings.
Number of Shares
111,168
Previous 86,583
28.39%
Holding current value
$4.09 Million
Previous $3.17 Million
22.89%
% of portfolio
0.23%
Previous 0.19%
Shares
3 transactions
Others Institutions Holding VSLU
# of Institutions
33Shares Held
4.77MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.21MShares$44.5 Million0.84% of portfolio
-
Novare Capital Management LLC723KShares$26.6 Million2.24% of portfolio
-
Watchman Group, Inc. Plano, TX586KShares$21.6 Million6.9% of portfolio
-
Jpmorgan Chase & CO New York, NY276KShares$10.2 Million0.0% of portfolio
-
Jacobi Capital Management LLC248KShares$9.14 Million0.7% of portfolio