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

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

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 437 shares of CFA stock, worth $39,793. This represents 0.0% of its overall portfolio holdings.

Number of Shares
437
Previous 436 0.23%
Holding current value
$39,793
Previous $36,000 5.56%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$75.06 - $87.96 $75 - $87
1 Added 0.23%
437 $38,000
Q1 2025

May 13, 2025
SELL
$81.8 - $88.86 $23,885 - $25,947
-292 Reduced 40.11%
436 $36,000
Q4 2024

Feb 07, 2025
SELL
$84.54 - $91.18 $59,431 - $64,099
-703 Reduced 49.13%
728 $61,000
Q3 2024

Nov 08, 2024
BUY
$78.37 - $86.15 $27,742 - $30,497
354 Added 32.87%
1,431 $123,000
Q2 2024

Aug 13, 2024
BUY
$76.78 - $81.08 $16,584 - $17,513
216 Added 25.09%
1,077 $85,000
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
$61.44 - $71.21 $4,915 - $5,696
80 New
80 $5,000

Others Institutions Holding CFA

# of Institutions
71
Shares Held
4.01M
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
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