EverSource Wealth Advisors, LLC
Holdings in PESI
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $37 | 3 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $191 | 19 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $631 | 60 | Shares | Sole | 2025-08-13 |
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $37 | 3 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $191 | 19 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $631 | 60 | Shares | Sole | 2025-08-13 |