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Bankunited shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Bankunited (BKU) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Bankunited

Tip: Access up to 7 years of quarterly data

All positions including Bankunited held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Bankunited by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $17k 523 32.43
2023-09-30 $12k 523 22.70
2023-06-30 $11k 523 21.55
2023-03-31 $7.8k 345 22.58
2022-09-30 $9.1k 289 31.50
2022-06-30 $25k 698 35.43
2022-03-31 $29k 698 42.11
2021-12-31 $30k 710 42.11

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Vanguard Value Etf Etf (VTV)
Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Vanguard Health Care Etf Etf (VHT)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Sovereigns Capital Flourish Fund Etf (SOVF)

View all positions for EverSource Wealth Advisors

Top funds holding Bankunited

Vanguard Group
Dimensional Fund Advisors
Jpmorgan Chase & Co
Alliancebernstein
LSV Asset Management
Jennison Associates
Charles Schwab Investment Management
Millennium Management
Bank of New York Mellon
Royce & Associates
Goldman Sachs Group
Neuberger Berman Group
Lord, Abbett & Co
Assenagon Asset Management
Jacobs Levy Equity Management

View all funds holding Bankunited