Ever Source Wealth Advisors, LLC ETF Opportunities Tr Applied F Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in ETF Opportunities Tr Applied F stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 256,620 shares of VSLU stock, worth $11.1 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
256,620
Previous 103,674 147.53%
Holding current value
$11.1 Million
Previous $4.06 Million 169.96%
% of portfolio
0.5%
Previous 0.21%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 10, 2025
BUY
$39.14 - $42.99 $5.99 Million - $6.58 Million
152,946 Added 147.53%
256,620 $11 Million
Q2 2025

Aug 13, 2025
SELL
$31.34 - $39.15 $234,861 - $293,390
-7,494 Reduced 6.74%
103,674 $4.06 Million
Q1 2025

May 13, 2025
BUY
$34.73 - $38.17 $853,837 - $938,409
24,585 Added 28.39%
111,168 $3.89 Million
Q4 2024

Feb 07, 2025
BUY
$35.67 - $37.88 $594,725 - $631,573
16,673 Added 23.85%
86,583 $3.17 Million
Q3 2024

Nov 08, 2024
BUY
$32.6 - $36.0 $2.28 Million - $2.52 Million
69,910 New
69,910 $2.52 Million

Others Institutions Holding VSLU

# of Institutions
46
Shares Held
6.6M
Call Options Held
0
Put Options Held
0
View Full List

About ETF OPPORTUNITIES TR APPLIED F

VSLU Quotes by TradingView
  • Ticker VSLU
More about VSLU
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