Ever Source Wealth Advisors, LLC Vanguard Industrial ETF Transaction History
Ever Source Wealth Advisors, LLC
- $1.65 Billion
- Q4 2024
A detailed history of Ever Source Wealth Advisors, LLC transactions in Vanguard Industrial ETF stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 345 shares of VIS stock, worth $89,061. This represents 0.01% of its overall portfolio holdings.
Number of Shares
345
Previous 345
-0.0%
Holding current value
$89,061
Previous $89,000
2.25%
% of portfolio
0.01%
Previous 0.01%
Shares
6 transactions
Others Institutions Holding VIS
# of Institutions
538Shares Held
17.7MCall Options Held
2.2KPut Options Held
0-
Wealthfront Advisers LLC4.64MShares$1.2 Billion0.98% of portfolio
-
Bank Of America Corp Charlotte, NC4.15MShares$1.07 Billion0.09% of portfolio
-
Pgim Custom Harvest LLC Newark, NJ878KShares$227 Million4.4% of portfolio
-
Morgan Stanley New York, NY725KShares$187 Million0.01% of portfolio
-
Beacon Capital Management, Inc.626KShares$162 Million7.13% of portfolio