EverSource Wealth Advisors, LLC
Holdings in LU
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $879 | 344 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $1,497 | 369 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $1,538 | 552 | Shares | Sole | 2025-08-13 |