EverSource Wealth Advisors’s Advantage Solutions ADV Stock Holding History

EverSource Wealth Advisors’s Portfolio ADV Stock Details ADV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$6.8K	Buy
2025 Q1	$1.32K	Sell
2024 Q4	$2.57K	Buy
2024 Q3	$2.7K	Buy
2023 Q2	–	Sell
2023 Q1	$1.6K	Hold
2022 Q4	$2.1K	Sell
2022 Q3	$2K	Buy
2022 Q2	$1K	Buy
2022 Q1	–	Sell
2021 Q4	$5K	Buy