Ever Source Wealth Advisors, LLC Flexshares Tr Disciplined Dura Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,200 shares of MBSD stock, worth $24,816. This represents 0.0% of its overall portfolio holdings.
Number of Shares
1,200
Previous 1,201
0.08%
Holding current value
$24,816
Previous $25,000
4.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding MBSD
# of Institutions
31Shares Held
2.96MCall Options Held
0Put Options Held
0-
Northern Trust Corp Chicago, IL986KShares$20.4 Million0.0% of portfolio
-
Boltwood Capital Management412KShares$8.51 Million2.55% of portfolio
-
Cottonwood Capital Advisors, LLC298KShares$6.16 Million4.64% of portfolio
-
Creative One Wealth, LLC Overland Park, KS292KShares$6.03 Million0.2% of portfolio
-
Trivant Custom Portfolio Group, LLC San Diego, CA264KShares$5.46 Million3.12% of portfolio