Ever Source Wealth Advisors, LLC Global X Fds Transaction History

Ever Source Wealth Advisors, LLC

$1.65 Billion
Q4 2024

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 180 shares of CEFA stock, worth $5,828. This represents 0.0% of its overall portfolio holdings.

Number of Shares

180

Holding current value

$5,828

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 07, 2025	BUY	$30.05 - $32.57 $5,409 - $5,862	180 New	180 $5,000

Others Institutions Holding CEFA

# of Institutions

Shares Held

320K

Call Options Held

Put Options Held

Fund Evaluation Group, LLC Cincinnati, OH

143K
Shares

$4.63 Million
0.2% of portfolio
Hirtle Callaghan & CO LLC West Conshohocken, PA

60.5K
Shares

$1.96 Million
0.08% of portfolio
Gts Securities LLC New York, NY

43.2K
Shares

$1.4 Million
0.06% of portfolio
Royal Bank Of Canada Toronto, A6

22.1K
Shares

$715,598
0.0% of portfolio
Alesco Advisors LLC Pittsford, NY

12.7K
Shares

$410,092
0.01% of portfolio

View Full List

About GLOBAL X FDS

Ticker CEFA

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Ever Source Wealth Advisors, LLC Global X Fds Transaction History