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 3,072 shares of CFO stock, worth $196,915. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,072
Previous 4,907 37.4%
Holding current value
$196,915
Previous $323,000 37.46%
% of portfolio
0.02%
Previous 0.03%

Shares

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

Jun 11, 2024
SELL
$59.53 - $65.95 $109,237 - $121,018
-1,835 Reduced 37.4%
3,072 $202,000
Q4 2023

Feb 09, 2024
SELL
$55.89 - $61.06 $341,935 - $373,565
-6,118 Reduced 55.49%
4,907 $297,000
Q3 2023

Nov 03, 2023
SELL
$58.71 - $63.37 $123,995 - $133,837
-2,112 Reduced 16.08%
11,025 $649,000
Q2 2023

Aug 04, 2023
SELL
$60.13 - $62.76 $369,318 - $385,471
-6,142 Reduced 31.86%
13,137 $809,000
Q1 2023

May 11, 2023
BUY
$59.24 - $65.37 $59,891 - $66,089
1,011 Added 5.53%
19,279 $1.2 Million
Q4 2022

Feb 09, 2023
BUY
$63.45 - $69.03 $56,407 - $61,367
889 Added 5.12%
18,268 $1.17 Million
Q3 2022

Nov 07, 2022
SELL
N/A
-70 Reduced 0.4%
17,379 $1.12 Million
Q2 2022

Aug 01, 2022
BUY
N/A
4,140 Added 31.11%
17,449 $1.12 Million
Q1 2022

May 25, 2022
BUY
N/A
2,268 Added 20.54%
13,309 $986,000
Q4 2021

Feb 07, 2022
BUY
N/A
11,041 New
11,041 $858,000

Others Institutions Holding CFO

# of Institutions
71
Shares Held
3.92M
Call Options Held
0
Put Options Held
0
View Full List

About VICTORY PORTFOLIOS II SHS US 5

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