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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
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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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 Tree

Vanguard Group
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Dimensional Fund Advisors
G2 Investment Partners Management
Charles Schwab Investment Management
D. E. Shaw & Co
Two Sigma Advisers
Federated Investors
Blue Grotto Capital
Assenagon Asset Management
Citadel Advisors
Wolverine Trading
Two Sigma Investments

View all funds holding Tree