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Tree shares owned by EverSource Wealth Advisors

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

Historical chart of EverSource Wealth Advisors investment in Tree

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Tree by EverSource Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5k 43 58.02
2024-06-30 $2.3k 43 53.21
2024-03-31 $2.1k 43 48.28
2023-12-31 $1.3k 43 30.33
2023-09-30 $961 62 15.50
2023-03-31 $13k 473 26.66
2022-12-31 $7.6k 356 21.33
2022-09-30 $4.0k 186 21.74
2022-06-30 $4.0k 83 48.19
2021-12-31 $24k 192 123.08

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Apple Stock (AAPL)
iShares Gold Trust ETF Etf (IAU)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Microsoft Corp Stock (MSFT)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Sovereigns Capital Flourish Fund Etf (SOVF)
Vanguard Short-term Corporate Bond Etf Etf (VCSH)
Nvidia Corporation Stock (NVDA)
Tesla Stock (TSLA)
Vanguard Total Stock Market Etf Etf (VTI)

View all positions for EverSource Wealth Advisors

Top funds holding Tree

Mariner Wealth Advisors
BlackRock
Shenkman Capital Management
Emerald Advisers
Jacobs Levy Equity Management
Renaissance Technologies
Blue Grotto Capital
Emerald Mutual Fund Advisers, Trust
Geode Capital Management
Hennessy Advisors
G2 Investment Partners Management
Susquehanna International
Dimensional Fund Advisors
Acadian Asset Management
Assenagon Asset Management

View all funds holding Tree