Ever Source Wealth Advisors, LLC Ishares Tr Us Broker Dealers & Transaction History
Ever Source Wealth Advisors, LLC
- $2.2 Billion
- Q3 2025
A detailed history of Ever Source Wealth Advisors, LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 39 shares of IAI stock, worth $6,755. This represents 0.0% of its overall portfolio holdings.
Number of Shares
39
Previous 39
-0.0%
Holding current value
$6,755
Previous $6,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding IAI
# of Institutions
200Shares Held
6.48MCall Options Held
8.9KPut Options Held
34.5K-
Raymond James & Associates St Petersburg, FL880KShares$152 Million0.07% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa658KShares$114 Million0.04% of portfolio
-
Harel Insurance Investments & Financial Services Ltd.640KShares$111 Million1.02% of portfolio
-
Lpl Financial LLC Fort Mill, SC429KShares$74.3 Million0.02% of portfolio
-
Morgan Stanley New York, NY419KShares$72.6 Million0.0% of portfolio