Ever Source Wealth Advisors, LLC ETF Opportunities Tr Applied F Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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 103,674 shares of VSLU stock, worth $4.28 Million. This represents 0.21% of its overall portfolio holdings.
Number of Shares
103,674
Previous 111,168
6.74%
Holding current value
$4.28 Million
Previous $3.89 Million
4.24%
% of portfolio
0.21%
Previous 0.23%
Shares
4 transactions
Others Institutions Holding VSLU
# of Institutions
41Shares Held
5.83MCall Options Held
0Put Options Held
0-
Crestwood Advisors Group LLC1.23MShares$50.7 Million0.89% of portfolio
-
Novare Capital Management LLC734KShares$30.3 Million2.37% of portfolio
-
Newman Dignan & Sheerar, Inc.689KShares$28.4 Million6.28% of portfolio
-
Watchman Group, Inc. Plano, TX615KShares$25.4 Million7.53% of portfolio
-
Jacobi Capital Management LLC392KShares$16.2 Million1.06% of portfolio