Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History
Ever Source Wealth Advisors, LLC
- $1.25 Billion
- Q1 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in American Centy ETF Tr Avantis stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 9 shares of AVSF stock, worth $415. This represents 0.0% of its overall portfolio holdings.
Number of Shares
9
Previous 31,490
99.97%
Holding current value
$415
Previous $1.46 Million
100.0%
% of portfolio
0.0%
Previous 0.13%
Shares
10 transactions
Others Institutions Holding AVSF
# of Institutions
52Shares Held
3.71MCall Options Held
0Put Options Held
0-
Verus Financial Partners, Inc.1.33MShares$61.2 Million7.21% of portfolio
-
Pacific Life Fund Advisors LLC Newport Beach, CA323KShares$14.9 Million1.47% of portfolio
-
Creative Planning Overland Park, KS304KShares$14 Million0.02% of portfolio
-
Envestnet Asset Management Inc289KShares$13.3 Million0.01% of portfolio
-
Mattern Wealth Management LLC148KShares$6.85 Million1.72% of portfolio