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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 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 111,168 shares of VSLU stock, worth $4.5 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
111,168
Previous 86,583 28.39%
Holding current value
$4.5 Million
Previous $3.17 Million 22.89%
% of portfolio
0.23%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
36
Shares Held
5.68M
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
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