Ownership history in EverSource Wealth Advisors, LLC · 9 quarters on record
This page tracks every 13F SEC filing in which EverSource Wealth Advisors, LLC reported a position in FRANKLIN FTSE EUROPE ETF (FLEE). 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 | REDUCED | 33,839 | -16,218 | -32.4% | 0.05% | $1.2M | $36.54 |
| 2025 Q3 | REDUCED | 50,057 | -4,607 | -8.4% | 0.07% | $1.7M | $34.36 |
| 2025 Q2 | ADDED | 54,664 | +4,395 | +8.7% | 0.08% | $1.8M | $33.17 |
| 2025 Q1 | ADDED | 50,269 | +4,211 | +9.1% | 0.09% | $1.6M | $30.02 |
As of 2025 Q4 — sorted by position size