Ever Source Wealth Advisors, LLC Wisdomtree Tr U.S Total Divide Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Wisdomtree Tr U.S Total Divide stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 25 shares of DTD stock, worth $1,948. This represents 0.0% of its overall portfolio holdings.
Number of Shares
25
Previous 578
95.67%
Holding current value
$1,948
Previous $44,000
97.73%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding DTD
# of Institutions
209Shares Held
9.46MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.01MShares$157 Million0.01% of portfolio
-
Morgan Stanley New York, NY1.24MShares$96.6 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC703KShares$54.8 Million0.02% of portfolio
-
Wells Fargo & Company San Francisco, CA375KShares$29.2 Million0.01% of portfolio
-
Cetera Investment Advisers Schaumburg, IL345KShares$26.9 Million0.06% of portfolio