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Tidal Etf Tr sofi next 500 shares owned by EverSource Wealth Advisors

Quarter-by-quarter ownership of Tidal Etf Tr sofi next 500 (SFYX) shares owned by EverSource Wealth Advisors from 13F filings

Historical chart of EverSource Wealth Advisors investment in Tidal Etf Tr sofi next 500

Tip: Access up to 7 years of quarterly data

All positions including Tidal Etf Tr sofi next 500 held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Tidal Etf Tr sofi next 500 by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1k 75 14.27
2024-06-30 $1.1k 75 14.03
2024-03-31 $990 75 13.21

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View all positions for EverSource Wealth Advisors

Top funds holding Tidal Etf Tr sofi next 500

Sofi Wealth
Susquehanna International
CVA Family Office
Morgan Stanley
Archer Investment Corp
Hantz Financial Services
Advisor Group Holdings
EverSource Wealth Advisors
Annapolis Financial Services
Northwestern Mutual Wealth Management Company
Principal Securities
Larson Financial Group
Sunbelt Securities
Concord Wealth Partners

View all funds holding Tidal Etf Tr sofi next 500