EverSource Wealth Advisors, LLC
Position in BOAT — SonicShares(TM) Global Shipping ETF
CIK 1710537
BIRMINGHAM, AL
All Filings in BOAT
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 BOAT | $19,831 | 489 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 BOAT | $15,434 | 489 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 BOAT | $18,130 | 584 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 BOAT | $16,603 | 584 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 BOAT | $15,370 | 584 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 BOAT | $16,331 | 584 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 BOAT | $27,812 | 783 | Shares | Sole | 2024-11-08 | |
| 2024-06-30 BOAT | $28,634 | 783 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 BOAT | $23,490 | 783 | Shares | Sole | 2024-06-11 | |
| No filing history on record for this holder in this stock. | ||||||