Ever Source Wealth Advisors, LLC Fiscal Note Holdings, Inc. Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Fiscal Note Holdings, Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 334 shares of NOTE stock, worth $1,546. This represents 0.0% of its overall portfolio holdings.

Number of Shares
334
Previous 402 16.92%
Holding current value
$1,546
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
$0.48 - $0.79 $32 - $53
-68 Reduced 16.92%
334 $0
Q1 2025

May 13, 2025
BUY
$0.81 - $1.93 $325 - $775
402 New
402 $0

Others Institutions Holding NOTE

# of Institutions
86
Shares Held
54.1M
Call Options Held
352K
Put Options Held
273K
View Full List

About FiscalNote Holdings, Inc.

NOTE Quotes by TradingView
  • Ticker NOTE
  • Sector Technology
  • Industry Information Technology Services
  • Shares Outstandng 123,121,000
  • Market Cap $570M
More about NOTE
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