Ever Source Wealth Advisors, LLC Victory Portfolios Ii Shs Us 5 Transaction History

Ever Source Wealth Advisors, LLC

  • $1.25 Billion
  • Q1 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Victory Portfolios Ii Shs Us 5 stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 861 shares of CFA stock, worth $68,320. This represents 0.01% of its overall portfolio holdings.

Number of Shares
861
Previous 1,673 48.54%
Holding current value
$68,320
Previous $136,000 48.53%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jun 11, 2024
SELL
$73.43 - $81.36 $59,625 - $66,064
-812 Reduced 48.54%
861 $70,000
Q4 2023

Feb 09, 2024
SELL
$64.78 - $75.03 $176,072 - $203,931
-2,718 Reduced 61.9%
1,673 $124,000
Q3 2023

Nov 03, 2023
BUY
$68.0 - $73.25 $35,156 - $37,870
517 Added 13.35%
4,391 $298,000
Q2 2023

Aug 04, 2023
BUY
$66.49 - $71.08 $257,582 - $275,363
3,874 New
3,874 $275,000
Q4 2022

Feb 09, 2023
BUY
$65.75 - $71.21 $5,260 - $5,696
80 New
80 $5,000

Others Institutions Holding CFA

# of Institutions
64
Shares Held
4M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

CFA Quotes by TradingView
  • Ticker CFA
  • Sector ETFs
  • Industry ETFs
More about CFA
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