Ever Source Wealth Advisors, LLC Invesco Actively Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Actively stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 90 shares of PSR stock, worth $8,319. This represents 0.0% of its overall portfolio holdings.

Number of Shares
90
Previous 89 1.12%
Holding current value
$8,319
Previous $8,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
BUY
$81.92 - $93.07 $81 - $93
1 Added 1.12%
90 $8,000
Q3 2024

Nov 08, 2024
BUY
$84.82 - $99.93 $84 - $99
1 Added 1.14%
89 $8,000
Q2 2024

Aug 13, 2024
SELL
$80.01 - $87.58 $12,481 - $13,662
-156 Reduced 63.93%
88 $7,000
Q1 2024

Jun 11, 2024
BUY
$84.85 - $92.36 $169 - $184
2 Added 0.83%
244 $21,000
Q4 2023

Feb 09, 2024
BUY
$74.46 - $92.44 $18,019 - $22,370
242 New
242 $22,000

Others Institutions Holding PSR

# of Institutions
60
Shares Held
299K
Call Options Held
0
Put Options Held
0
View Full List

About INVESCO ACTIVELY

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