A detailed history of Ever Source Wealth Advisors, LLC transactions in Sun Life Financial Inc stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 785 shares of SLF stock, worth $46,738. This represents 0.0% of its overall portfolio holdings.

Number of Shares
785
Previous 4,283 81.67%
Holding current value
$46,738
Previous $209,000 78.47%
% of portfolio
0.0%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$47.07 - $58.09 $164,650 - $203,198
-3,498 Reduced 81.67%
785 $45,000
Q2 2024

Aug 13, 2024

BUY
$47.48 - $53.96 $1,187 - $1,349
25 Added 0.59%
4,283 $209,000
Q1 2024

Jun 11, 2024

BUY
$50.02 - $55.17 $6,552 - $7,227
131 Added 3.17%
4,258 $232,000
Q4 2023

Feb 09, 2024

BUY
$44.74 - $52.25 $11,945 - $13,950
267 Added 6.92%
4,127 $214,000
Q3 2023

Nov 03, 2023

SELL
$46.92 - $52.8 $147,422 - $165,897
-3,142 Reduced 44.87%
3,860 $188,000
Q2 2023

Aug 04, 2023

BUY
$46.85 - $52.12 $318,252 - $354,051
6,793 Added 3250.24%
7,002 $364,000
Q1 2023

May 11, 2023

BUY
$44.09 - $51.42 $9,214 - $10,746
209 New
209 $9,000

Others Institutions Holding SLF

About SUN LIFE FINANCIAL INC


  • Ticker SLF
  • Exchange NYSE
  • Sector Financial Services
  • Industry Insurance—Diversified
  • Shares Outstandng 586,121,984
  • Market Cap $34.9B
  • Description
  • Sun Life Financial Inc., a financial services company, provides insurance, wealth, and asset management solutions to individuals and corporate clients worldwide. It offers term and permanent life, as well as personal health, dental, critical illness, long-term care, and disability insurance products. The company also provides reinsurance product...
More about SLF
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