EverSource Wealth Advisors, LLC

Q1 2024 13F Holdings Report, Restatement, Options Holdings

Signature - Title
Glenn Waddell - Chief Compliance Officer
Location
Birmingham, AL
Options holdings as of
31 Mar 2024
Notional value
$0
Number of holdings
0
Filing time
11 Jun 2024, 10:33:38 UTC
Description
All US holdings of this investor are reported in this report.
Previous filing
Q4 2023 - 09 Feb 2024
Next filing
Q2 2024 - 13 Aug 2024
Stock holdings
Showing options holdings, see here for stock holdings

EverSource Wealth Advisors, LLC didn't report any options holdings as of Q1 2024. Check stock holdings.

Filing 2024 Q1 - Restatement compared to 2023 Q4 by default. Changes are calculated vs the previous SEC filing.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Glenn Waddell Chief Compliance Officer Birmingham, Alabama 11 Jun 2024

Other Included Managers (3):

Num Name Location File Number
1 Bare Financial Services, Inc Gap, PA 028-23605
2 Christy Capital Management Macon, GA 028-23964
3 BMSS Wesson Wealth Solutions, LLC Birmingham, AL 028-21596