Ownership history in EverSource Wealth Advisors, LLC · 3 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in FRANKLIN CRYPTO INDEX ETF (EZPZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | UNCHANGED | 4 | — | 0% | 0.00% | $86 | $22.64 |
| 2025 Q3 | UNCHANGED | 4 | — | 0% | 0.00% | $116 | $30.46 |
| 2025 Q2 | INITIATED | 4 | — | — | 0.00% | $102 | $26.95 |
As of 2025 Q4 — sorted by position size