Ever Source Wealth Advisors, LLC Flexshares Tr Disciplined Dura Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Flexshares Tr Disciplined Dura stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 583 shares of MBSD stock, worth $11,869. This represents 0.0% of its overall portfolio holdings.

Number of Shares
583
Previous 1,200 51.42%
Holding current value
$11,869
Previous $24,000 50.0%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
$20.03 - $20.68 $12,358 - $12,759
-617 Reduced 51.42%
583 $12,000
Q4 2024

Feb 07, 2025
SELL
$20.17 - $20.98 $20 - $20
-1 Reduced 0.08%
1,200 $24,000
Q3 2024

Nov 08, 2024
SELL
$20.12 - $21.11 $42,654 - $44,753
-2,120 Reduced 63.84%
1,201 $25,000
Q2 2024

Aug 13, 2024
BUY
$19.9 - $20.42 $66,087 - $67,814
3,321 New
3,321 $67,000

Others Institutions Holding MBSD

# of Institutions
33
Shares Held
3.07M
Call Options Held
0
Put Options Held
0
View Full List

About FLEXSHARES TR DISCIPLINED DURA

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