EWA
LTC

EverSource Wealth Advisors’s LTC Properties LTC Stock Holding History

EverSource Wealth Advisors’s Portfolio LTC Stock Details LTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$10.2K Buy
274
+16
+6% +$602 ﹤0.01% 2909
2025
Q4 		$8.87K Sell
258
-440
-63% -$15.5K ﹤0.01% 2861
2025
Q3 		$25.7K Buy
698
+27
+4% +$963 ﹤0.01% 2162
2025
Q2 		$23.2K Buy
671
+454
+209% +$16K ﹤0.01% 2180
2025
Q1 		$7.69K Sell
217
-165
-43% -$5.74K ﹤0.01% 2267
2024
Q4 		$13.2K Buy
382
+2
+0.5% +$74 ﹤0.01% 1862
2024
Q3 		$13.9K Hold
380
– – ﹤0.01% 1676
2024
Q2 		$13.6K Hold
380
– – ﹤0.01% 1699
2024
Q1 		$12.6K Sell
380
-255
-40% -$8.12K ﹤0.01% 1582
2023
Q4 		$20.4K Sell
635
-252
-28% -$8.15K ﹤0.01% 1225
2023
Q3 		$28.5K Sell
887
-43
-5% -$1.42K ﹤0.01% 1001
2023
Q2 		$30.7K Hold
930
– – ﹤0.01% 1007
2023
Q1 		$32.7K Sell
930
-141
-13% -$5.07K ﹤0.01% 934
2022
Q4 		$38.1K Buy
1,071
+635
+146% +$24.2K 0.01% 859
2022
Q3 		$16K Hold
436
– – ﹤0.01% 979
2022
Q2 		$17K Hold
436
– – ﹤0.01% 875
2022
Q1 		$17K Hold
436
– – ﹤0.01% 765
2021
Q4 		$15K Buy
+436
New +$14.6K ﹤0.01% 801

Other funds holding LTC

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
ACM
Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return