EverSource Wealth Advisors, LLC
Holdings in EXFY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $754 | 500 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,272 | 688 | Shares | Sole | 2025-11-10 |
| 2024-03-31 | $1,948 | 1,059 | Shares | Sole | 2024-06-11 |