Ever Source Wealth Advisors, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 3,887 shares of CDL stock, worth $237,301. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,887
Previous 5,022 22.6%
Holding current value
$237,301
Previous $312,000 22.76%
% of portfolio
0.02%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Jun 11, 2024
SELL
$57.28 - $62.16 $65,012 - $70,551
-1,135 Reduced 22.6%
3,887 $241,000
Q4 2023

Feb 09, 2024
SELL
$51.79 - $59.14 $385,524 - $440,238
-7,444 Reduced 59.71%
5,022 $293,000
Q3 2023

Nov 03, 2023
SELL
$54.27 - $58.97 $71,636 - $77,840
-1,320 Reduced 9.57%
12,466 $676,000
Q2 2023

Aug 04, 2023
BUY
$54.07 - $58.38 $687,067 - $741,834
12,707 Added 1177.66%
13,786 $780,000
Q1 2023

May 11, 2023
BUY
$54.52 - $62.29 $5,942 - $6,789
109 Added 11.24%
1,079 $62,000
Q4 2022

Feb 09, 2023
BUY
$57.13 - $61.4 $55,416 - $59,558
970 New
970 $57,000

Others Institutions Holding CDL

# of Institutions
54
Shares Held
2.35M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTF II SHS US LRG CA

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