EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in FTHY
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $717 | 51 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $724 | 50 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $727 | 49 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $693 | 48 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $6,009 | 415 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $6,123 | 405 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $27,508 | 1,921 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $27,189 | 1,870 | Shares | Sole | 2024-06-11 |
| 2023-12-31 | $25,115 | 1,803 | Shares | Sole | 2024-02-09 |
| 2023-09-30 | $23,323 | 1,751 | Shares | Sole | 2023-11-03 |
| 2023-06-30 | $23,351 | 1,702 | Shares | Sole | 2023-08-04 |
| 2023-03-31 | $23,103 | 1,655 | Shares | Sole | 2023-05-11 |
| 2022-12-31 | $22,107 | 1,640 | Shares | Sole | 2023-02-09 |
| 2022-09-30 | $22,090 | 1,640 | Shares | Sole | 2022-11-07 |
| 2022-06-30 | $23,829 | 1,640 | Shares | Sole | 2022-08-01 |
| 2022-03-31 | $28,552 | 1,640 | Shares | Sole | 2022-05-25 |
| 2021-12-31 | $33,160 | 1,640 | Shares | Sole | 2022-02-17 |