A detailed history of Ever Source Wealth Advisors, LLC transactions in Blackrock ETF Tr Us Carbon Tra stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 19,242 shares of LCTU stock, worth $1.2 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares
19,242
Previous 2,719 607.69%
Holding current value
$1.2 Million
Previous $156,000 632.69%
% of portfolio
0.08%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$54.19 - $59.6 $895,381 - $984,770
16,523 Added 607.69%
19,242 $1.14 Million
Q1 2024

Jun 11, 2024

BUY
$51.4 - $57.41 $1,490 - $1,664
29 Added 1.08%
2,719 $156,000
Q4 2023

Feb 09, 2024

BUY
$44.97 - $52.49 $11,152 - $13,017
248 Added 10.16%
2,690 $140,000
Q3 2023

Nov 03, 2023

BUY
$46.87 - $50.59 $31,215 - $33,692
666 Added 37.5%
2,442 $114,000
Q1 2023

May 11, 2023

BUY
$42.14 - $46.39 $17,951 - $19,762
426 Added 31.56%
1,776 $80,000
Q4 2022

Feb 09, 2023

SELL
$39.78 - $45.47 $82,981 - $94,850
-2,086 Reduced 60.71%
1,350 $57,000
Q3 2022

Nov 07, 2022

BUY
$39.87 - $47.96 $51,910 - $62,443
1,302 Added 61.01%
3,436 $137,000
Q2 2022

Aug 01, 2022

BUY
$40.54 - $51.08 $86,512 - $109,004
2,134 New
2,134 $89,000

Others Institutions Holding LCTU

About BLACKROCK ETF TR US CARBON TRA


  • Ticker LCTU
  • Sector ETFs
  • Industry ETFs
More about LCTU
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.