Ever Source Wealth Advisors, LLC ETF Opportunities Tr Applied F Call Options Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding VSLU
# of Institutions
35Shares Held
5.09MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.14MShares$41.5 Million0.81% of portfolio
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Novare Capital Management LLC659KShares$24.1 Million2.04% of portfolio
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Newman Dignan & Sheerar, Inc.613KShares$22.4 Million3.77% of portfolio
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Watchman Group, Inc. Plano, TX512KShares$18.7 Million5.57% of portfolio
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Jpmorgan Chase & CO New York, NY354KShares$12.9 Million0.0% of portfolio