EverSource Wealth Advisors, LLC
CIK
0001710537
City
BIRMINGHAM
State / Country
AL
Holdings in XFLT
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $408,000 | 17,000 | Shares | Sole | 2026-02-06 |
| 2025-09-30 | $371,000 | 14,000 | Shares | Sole | 2025-11-10 |
| 2025-06-30 | $296,625 | 10,500 | Shares | Sole | 2025-08-13 |
| 2025-03-31 | $310,275 | 10,500 | Shares | Sole | 2025-05-13 |
| 2024-12-31 | $315,400 | 9,500 | Shares | Sole | 2025-02-10 |
| 2024-09-30 | $323,950 | 9,500 | Shares | Sole | 2024-11-08 |
| 2024-06-30 | $299,625 | 8,500 | Shares | Sole | 2024-08-13 |