Ever Source Wealth Advisors, LLC ETF Opportunities Tr Applied F Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 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 86,583 shares of VSLU stock, worth $3.13 Million. This represents 0.19% of its overall portfolio holdings.
Number of Shares
86,583
Previous 69,910
23.85%
Holding current value
$3.13 Million
Previous $2.52 Million
25.91%
% of portfolio
0.19%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VSLU
# of Institutions
34Shares Held
4.6MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.17MShares$42.5 Million0.83% of portfolio
-
Novare Capital Management LLC689KShares$24.9 Million2.16% of portfolio
-
Watchman Group, Inc. Plano, TX581KShares$21 Million6.55% of portfolio
-
Jpmorgan Chase & CO New York, NY378KShares$13.7 Million0.0% of portfolio
-
Jacobi Capital Management LLC248KShares$8.99 Million0.7% of portfolio