A detailed history of Ever Source Wealth Advisors, LLC transactions in Global X Fds stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 616 shares of BOTZ stock, worth $20,654. This represents 0.0% of its overall portfolio holdings.

Number of Shares
616
Previous 341 80.65%
Holding current value
$20,654
Previous $10,000 90.0%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$28.65 - $31.95 $7,878 - $8,786
275 Added 80.65%
616 $19,000
Q1 2024

Jun 11, 2024

BUY
$26.84 - $32.89 $9,152 - $11,215
341 New
341 $10,000
Q2 2023

Aug 04, 2023

BUY
$24.5 - $29.72 $4,900 - $5,944
200 New
200 $5,000

Others Institutions Holding BOTZ

About GLOBAL X FDS


  • Ticker BOTZ
  • Sector ETFs
  • Industry ETFs
More about BOTZ
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.