A detailed history of Ever Source Wealth Advisors, LLC transactions in Xp Inc. stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 2,500 shares of XP stock, worth $41,750. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,500
Previous 2,500 -0.0%
Holding current value
$41,750
Previous $64,000 -0.0%
% of portfolio
0.01%
Previous 0.01%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 04, 2023

BUY
$10.83 - $24.52 $26,078 - $59,044
2,408 Added 2617.39%
2,500 $58,000
Q1 2023

May 11, 2023

BUY
$10.65 - $18.11 $979 - $1,666
92 New
92 $1,000

Others Institutions Holding XP

About XP Inc.


  • Ticker XP
  • Exchange NASDAQ
  • Sector Financial Services
  • Industry Capital Markets
  • Shares Outstandng 447,563,008
  • Market Cap $7.47B
  • Description
  • XP Inc. provides financial products and services in Brazil. It offers securities brokerage, private pension plans, commercial, and investment banking products, such as loan operations and transactions in the foreign exchange markets and deposits; product structuring and capital markets services for corporate clients and issuers of fixed income p...
More about XP
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.