EverSource Wealth Advisors’s a.k.a. Brands AKA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$155 Buy
15
+12
+400% +$124 ﹤0.01% 4071
2025
Q1
$40 Buy
+3
New +$40 ﹤0.01% 3913