Stammdaten
Unternehmen & Branche
| Name | EverSource Wealth Advisors, LLC |
|---|---|
| Ticker | |
| CIK | 0001710537 |
Wertpapier & Kennzahlen
| CUSIP | – |
|---|---|
| ISIN | – |
| Typ | – |
Externe Quellen: SEC EDGAR » · FMP-Profil » · Yahoo Finance »
Fondsaktivität (Vorquartalsvergleich)
| Fonds | Aktuell (Stk) | Vorquartal (Stk) | Veränderung (Stk) | Wert (USD) | Status | Δ | Trend |
|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 28,341 | 0 | 28,341 | 3,716,731 | Neu | +100,0% | |
| PAX Financial Group, LLC | 89,225 | 88,469 | 756 | 2,250,701 | Aufgestockt | +0,9% | |
| Discipline Wealth Solutions, LLC | 50,022 | 0 | 50,022 | 1,261,805 | Neu | +100,0% | |
| ROYAL BANK OF CANADA | 26,214 | 0 | 26,214 | 666,000 | Neu | +100,0% | |
| IFP Advisors, Inc | 3,708 | 0 | 3,708 | 93,534 | Neu | +100,0% | |
| UBS Group AG | 2,002 | 0 | 2,002 | 51,188 | Neu | +100,0% | |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 132 | 0 | 132 | 3,330 | Neu | +100,0% |
Insider-Transaktionen (12 Monate)
Keine Insider-Käufe/Verkäufe in den letzten 12 Monaten.
Top-Fondshalter
Stand: 31.03.2026
| Fonds | Anteile | Wert (USD) | Anteil (%) |
|---|---|---|---|
| PAX Financial Group, LLC | 89,225 | 2,250,701 | 61.49 |
| Discipline Wealth Solutions, LLC | 50,022 | 1,261,805 | 34.47 |
| IFP Advisors, Inc | 3,708 | 93,534 | 2.56 |
| UBS Group AG | 2,002 | 51,188 | 1.40 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | 132 | 3,330 | 0.09 |