Ever Source Wealth Advisors, LLC Banks—Regional

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$5.14B
$2.57 Million 0.17% of portfolio
31,935
Q3 2024 Added 0.02%
$9.43B
$1.76 Million 0.12% of portfolio
17,976
Q3 2024 Added 0.56%
$8.54B
$443,000 0.03% of portfolio
7,473
Q3 2024 Added 6,233.05%
$2.45B
$440,000 0.03% of portfolio
16,846
Q2 2024 Reduced 0.13%
$24.6B
$432,000 0.03% of portfolio
18,544
Q3 2024 Reduced 0.64%
$103B
$392,000 0.03% of portfolio
13,148
Q3 2024 Reduced 27.99%
$83.9B
$378,000 0.03% of portfolio
2,049
Q3 2024 Added 0.49%
$61.8B
$353,000 0.02% of portfolio
8,265
Q3 2024 Added 5.93%
$24.8B
$283,000 0.02% of portfolio
4,591
Q3 2024 Reduced 29.33%
$8.25B
$234,000 0.02% of portfolio
6,572
Q3 2024 Reduced 31.61%
$17.8B
$201,000 0.01% of portfolio
5,809
Q3 2024 Reduced 21.16%
$37.1B
$196,000 0.01% of portfolio
1,105
Q3 2024 Added 0.73%
$74.1B
$194,000 0.01% of portfolio
4,261
Q3 2024 Added 6.21%
$3.05B
$179,000 0.01% of portfolio
3,361
Q3 2024 Added 8.07%
$115B
$179,000 0.01% of portfolio
2,876
Q3 2024 Reduced 18.39%
$23.2B
$134,000 0.01% of portfolio
3,269
Q3 2024 Reduced 13.36%
$33B
$126,000 0.01% of portfolio
69
Q3 2024 Added 9.52%
$9.02B
$72,000 0.0% of portfolio
1,207
Q2 2024 Added 19.74%
$25.5B
$70,000 0.0% of portfolio
4,790
Q3 2024 Added 44.36%
$47.9B
$62,000 0.0% of portfolio
19,988
Q3 2024 Added 13.9%
$8.1B
$57,000 0.0% of portfolio
1,293
Q3 2024 Reduced 34.43%
$8.93B
$54,000 0.0% of portfolio
489
Q3 2024 Added 0.82%
$34.6B
$54,000 0.0% of portfolio
3,156
Q3 2024 Reduced 59.68%
$10.9B
$45,000 0.0% of portfolio
2,950
Q3 2024 Reduced 22.33%
$10.5B
$41,000 0.0% of portfolio
882
Q3 2024 Added 1.61%
$32.3B
$38,000 0.0% of portfolio
907
Q3 2024 Reduced 3.2%
$61.8B
$36,000 0.0% of portfolio
8,639
Q3 2024 Added 8.72%
$5.09B
$35,000 0.0% of portfolio
696
Q3 2024 Reduced 49.75%
$6.94B
$30,000 0.0% of portfolio
961
Q3 2024 Reduced 17.08%
$612M
$29,000 0.0% of portfolio
1,000
Q1 2023 Reduced 3.1%
$1.62B
$28,000 0.0% of portfolio
2,266
Q4 2023 Added 5.15%
$4.83B
$27,000 0.0% of portfolio
447
Q3 2024 Added 25.56%
$9.84B
$27,000 0.0% of portfolio
321
Q3 2024 Reduced 63.52%
$70.6M
$23,000 0.0% of portfolio
2,106
Q4 2021 New
$3.11B
$23,000 0.0% of portfolio
803
Q3 2024 Added 2.16%
$3.9B
$21,000 0.0% of portfolio
992
Q3 2023 Reduced 20.0%
$3.16B
$19,000 0.0% of portfolio
540
Q3 2024 Added 3.25%
$17.9B
$19,000 0.0% of portfolio
1,190
Q3 2024 Added 12.48%
$2.63B
$18,000 0.0% of portfolio
746
Q2 2024 Added 4.34%
$7.49B
$18,000 0.0% of portfolio
254
Q3 2024 Reduced 12.11%
$948M
$17,000 0.0% of portfolio
3,015
Q2 2024 Added 118.95%
$58.4B
$17,000 0.0% of portfolio
2,670
Q3 2024 Added 6.89%
$2.63B
$16,000 0.0% of portfolio
286
Q2 2024 Added 9.58%
$3.56B
$16,000 0.0% of portfolio
327
Q3 2023 Reduced 8.15%
$8.9B
$16,000 0.0% of portfolio
358
Q2 2024 Added 0.56%
$15.3B
$13,000 0.0% of portfolio
77
Q3 2024 Reduced 2.53%
$3.48B
$13,000 0.0% of portfolio
437
Q3 2024 Added 27.78%
$415M
$12,000 0.0% of portfolio
505
Q4 2023 Reduced 6.13%
$1.01B
$12,000 0.0% of portfolio
550
Q4 2023 Reduced 17.54%
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