Ever Source Wealth Advisors, LLC Pacer Fds Tr Amern Energy Inde Transaction History

Ever Source Wealth Advisors, LLC

$1.66 Billion
Q1 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Pacer Fds Tr Amern Energy Inde stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,658 shares of USAI stock, worth $106,266. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,658

Previous 2,601 2.19%

Holding current value

$106,266

Previous $103,000 5.83%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$38.5 - $43.78 $2,194 - $2,495	57 Added 2.19%	2,658 $109,000
Q4 2024 Feb 07, 2025	BUY	$35.42 - $41.87 $177 - $209	5 Added 0.19%	2,601 $103,000
Q3 2024 Nov 08, 2024	BUY	$32.35 - $35.57 $32 - $35	1 Added 0.04%	2,596 $90,000
Q2 2024 Aug 13, 2024	BUY	$30.44 - $33.17 $213 - $232	7 Added 0.27%	2,595 $86,000
Q1 2024 Jun 11, 2024	BUY	$28.27 - $31.72 $226 - $253	8 Added 0.31%	2,588 $82,000
Q4 2023 Feb 09, 2024	BUY	$26.19 - $29.45 $104 - $117	4 Added 0.16%	2,580 $74,000
Q3 2023 Nov 03, 2023	BUY	$26.83 - $28.15 $3,595 - $3,772	134 Added 5.49%	2,576 $70,000
Q2 2023 Aug 04, 2023	BUY	$25.13 - $27.19 $61,367 - $66,397	2,442 New	2,442 $66,000

Others Institutions Holding USAI

# of Institutions

Shares Held

1.41M

Call Options Held

Put Options Held

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About PACER FDS TR AMERN ENERGY INDE

Ticker USAI
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Ever Source Wealth Advisors, LLC Pacer Fds Tr Amern Energy Inde Transaction History