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Name: |
Evernest Financial Advisors LLC |
City: |
CARMEL |
State: |
IN |
Zip: |
46032 |
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Holdings
Found :
9 |
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Closed Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
JEPI |
Jpmorgan Equity Premium Inc... |
126 |
Closed |
$0.00 |
$0 |
0 |
0% |
-224,000 |
-4,080 |
0 |
N/A |
|
BA |
Boeing Co |
132 |
Closed |
$176.56 |
$0 |
0 |
0% |
-344,000 |
-1,321 |
0 |
Aerospace/Defense - M... |
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ROVR |
Rover Group Ord Shs Class A |
131 |
Closed |
$10.99 |
$0 |
0 |
0% |
-1,154,000 |
-106,064 |
0 |
N/A |
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SLYV |
streetTRACKS Dow Jones US S... |
130 |
Closed |
$78.18 |
$0 |
0 |
0% |
-228,000 |
-2,734 |
0 |
Closed - End Fund - E... |
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SYY |
SYSCO Corp |
129 |
Closed |
$73.35 |
$0 |
0 |
0% |
-539,000 |
-7,373 |
0 |
Food Wholesale |
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UPS |
United Parcel Service Inc |
128 |
Closed |
$136.60 |
$0 |
0 |
0% |
-495,000 |
-3,151 |
0 |
AirDelivery & Freight... |
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FLOT |
Ishares Floating Rate Note ... |
134 |
Closed |
$0.00 |
$0 |
0 |
0% |
-210,000 |
-4,147 |
0 |
N/A |
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WFC |
Wells Fargo & Co |
127 |
Closed |
$58.10 |
$0 |
0 |
0% |
-269,000 |
-5,459 |
0 |
Domestic Money Center... |
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GIS |
General Mills Inc |
133 |
Closed |
$67.08 |
$0 |
0 |
0% |
-611,000 |
-9,376 |
0 |
Food - Major Diversified |
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