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

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 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 436 shares of CFA stock, worth $37,325. This represents 0.0% of its overall portfolio holdings.

Number of Shares

436

Previous 728 40.11%

Holding current value

$37,325

Previous $61,000 40.98%

% of portfolio

0.0%

Previous 0.0%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

Shares Held

4.09M

Call Options Held

Put Options Held

View Full List

About VICTORY PORTFOLIOS II SHS US 5

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