Ever Source Wealth Advisors, LLC American Centy ETF Tr Avantis Transaction History

Ever Source Wealth Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 13, 2024	BUY	$38.89 - $42.05 $427 - $462	11 Added 7.05%	167 $6,000
Q1 2024 Jun 11, 2024	SELL	$40.52 - $43.42 $206,327 - $221,094	-5,092 Reduced 97.03%	156 $6,000
Q4 2023 Feb 09, 2024	BUY	$35.51 - $43.68 $1,597 - $1,965	45 Added 0.86%	5,248 $227,000
Q3 2023 Nov 03, 2023	BUY	$37.14 - $42.66 $9,507 - $10,920	256 Added 5.17%	5,203 $195,000
Q2 2023 Aug 04, 2023	SELL	$39.41 - $41.99 $5,950 - $6,340	-151 Reduced 2.96%	4,947 $202,000
Q1 2023 May 11, 2023	BUY	$39.04 - $45.85 $199,025 - $233,743	5,098 New	5,098 $211,000

142

11.8M

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