A detailed history of Ever Source Wealth Advisors, LLC transactions in Assurant, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 280 shares of AIZ stock, worth $59,245. This represents 0.0% of its overall portfolio holdings.

Number of Shares
280
Previous 276 1.45%
Holding current value
$59,245
Previous $45,000 22.22%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$161.28 - $199.95 $645 - $799
4 Added 1.45%
280 $55,000
Q2 2024

Aug 13, 2024

SELL
$164.81 - $187.22 $11,042 - $12,543
-67 Reduced 19.53%
276 $45,000
Q1 2024

Jun 11, 2024

SELL
$163.3 - $188.24 $17,473 - $20,141
-107 Reduced 23.78%
343 $64,000
Q4 2023

Feb 09, 2024

BUY
$143.23 - $171.43 $286 - $342
2 Added 0.45%
450 $75,000
Q2 2023

Aug 04, 2023

BUY
$116.11 - $132.03 $3,018 - $3,432
26 Added 6.16%
448 $56,000
Q1 2023

May 11, 2023

SELL
$104.92 - $135.65 $1,678 - $2,170
-16 Reduced 3.65%
422 $50,000
Q4 2022

Feb 09, 2023

SELL
$119.21 - $154.43 $17,285 - $22,392
-145 Reduced 24.87%
438 $54,000
Q3 2022

Nov 07, 2022

BUY
$22.0 - $177.49 $3,476 - $28,043
158 Added 37.18%
583 $85,000
Q2 2022

Aug 01, 2022

BUY
$169.08 - $193.12 $507 - $579
3 Added 0.71%
425 $73,000
Q1 2022

May 25, 2022

BUY
$146.99 - $184.48 $62,029 - $77,850
422 New
422 $77,000

Others Institutions Holding AIZ

About ASSURANT, INC.


  • Ticker AIZ
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Specialty
  • Shares Outstandng 53,209,300
  • Market Cap $11.3B
  • Description
  • Assurant, Inc., together with its subsidiaries, provides lifestyle and housing solutions that support, protect, and connect consumer purchases in North America, Latin America, Europe, and the Asia Pacific. The company operates through two segments: Global Lifestyle and Global Housing. The Global Lifestyle segment offers mobile device solutions, ...
More about AIZ
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