EverSource Wealth Advisors, LLC
Holdings in WTBA
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $310 | 14 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $8,574 | 422 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $7,616 | 388 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $697 | 35 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $671 | 31 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $589 | 31 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $554 | 31 | Shares | Sole | 2024-08-13 |
| 2024-03-31 | $552 | 31 | Shares | Sole | 2024-06-11 |