Ever Source Wealth Advisors, LLC Innovator U.S. Equity Power Bu Transaction History
Ever Source Wealth Advisors, LLC
- $1.48 Billion
- Q3 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Innovator U.S. Equity Power Bu stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 316 shares of PFEB stock, worth $11,641. This represents 0.0% of its overall portfolio holdings.
Number of Shares
316
Previous 383
17.49%
Holding current value
$11,641
Previous $13,000
15.38%
% of portfolio
0.0%
Previous 0.0%
Shares
2 transactions
Others Institutions Holding PFEB
# of Institutions
187Shares Held
14.9MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.84MShares$105 Million0.04% of portfolio
-
Gradient Investments LLC2.27MShares$83.6 Million2.16% of portfolio
-
Penserra Capital Management LLC Orinda, CA1.1MShares$40.5 Million0.86% of portfolio
-
Advisor Group Holdings, Inc. Phoenix, AZ853KShares$31.4 Million0.07% of portfolio
-
Commonwealth Equity Services, LLC436KShares$16.1 Million0.02% of portfolio