Ever Source Wealth Advisors, LLC Options Holdings

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

Options Holdings Table

Stock Option Type Value Options Held Last Trade Trade History
Blackstone Private Credit Fund
PUT
$0
3.2K
Q1 2025
New holding
Alphabet Inc Cap Stk
CALL
$0
200
Q1 2025
New holding

Summary

  • Portfolio
  • No. of Stocks 10,570
  • Current Value $1.66 Billion
  • Prior Value $1.65 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 489 stocks
  • Additional Purchases 2,206 stocks
  • Sold out of 5 stocks
  • Reduced holdings in 996 stocks
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