Ever Source Wealth Advisors, LLC Global X Fds Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

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 392 shares of BOTZ stock, worth $13,778. This represents 0.0% of its overall portfolio holdings.

Number of Shares
392
Previous 386 1.55%
Holding current value
$13,778
Previous $12,000 8.33%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$32.14 - $35.96 $192 - $215
6 Added 1.55%
392 $13,000
Q2 2025

Aug 13, 2025
SELL
$24.51 - $32.65 $15,098 - $20,112
-616 Reduced 61.48%
386 $12,000
Q1 2025

May 13, 2025
SELL
$28.46 - $34.53 $6,289 - $7,631
-221 Reduced 18.07%
1,002 $28,000
Q4 2024

Feb 07, 2025
BUY
$31.11 - $34.18 $18,883 - $20,747
607 Added 98.54%
1,223 $39,000
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

# of Institutions
460
Shares Held
33M
Call Options Held
188K
Put Options Held
320K
View Full List

About GLOBAL X FDS

BOTZ Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email