EWA
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EverSource Wealth Advisors’s Smart Powerr CREG Stock Holding History

EverSource Wealth Advisors’s Portfolio CREG Stock Details CREG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Hold
0
– -$1 – 3049
2024
Q2 		– Hold
0
– – – 3058

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XT
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Citigroup
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JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TRCT
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