Ever Source Wealth Advisors, LLC Purchases and Sells in Q1 2025

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025

Top Buys

Incresed Positions

2206 operations
Stock Shares change Price Range Shares Held Trade History
177K
+ 67.71%
$53.6 - $58.97 $9.46M - $10.4M
437K $23.9M
107K
+ 496.93%
$74.85 - $84.89 $7.99M - $9.07M
128K $10.5M
25.5K
+ 3.71%
$49.74 - $58.96 $1.27M - $1.5M
713K $42.1M
11.4K
+ 73.49%
$551.42 - $612.93 $6.31M - $7.02M
27K $15.1M
162K
+ 87.66%
$25.54 - $28.79 $4.13M - $4.65M
346K $9.61M
58.2K
+ 20.83%
$76.94 - $78.28 $4.47M - $4.55M
337K $26.4M
View all

New Holdings

489 operations
Stock Shares change Price Range Shares Held Trade History
20.8K
New
$99.16 - $99.52 $2.06M - $2.07M
20.8K $2.07M
63.5K
New
$24.73 - $25.62 $1.57M - $1.63M
63.5K $1.62M
10.7K
New
$93.89 - $97.32 $1M - $1.04M
10.7K $1.03M
9.66K
New
$75.7 - $80.01 $731K - $773K
9.66K $738K
11.6K
New
$30.96 - $38.87 $360K - $452K
11.6K $442K
17.6K
New
$21.65 - $24.17 $381K - $426K
17.6K $418K
View all

Top Sells

Reduced Positions

996 operations
Stock Shares change Price Range Shares Held Trade History
-12K
- 5.62%
$209.68 - $247.1 $2.52M - $2.97M
202K $44.8M
-33.9K
- 91.55%
$254.06 - $273.83 $8.62M - $9.29M
3.13K $828K
-89.8K
- 96.15%
$85.55 - $94.34 $7.68M - $8.47M
3.59K $325K
-42.2K
- 86.84%
$140.44 - $166.79 $5.93M - $7.04M
6.4K $898K
-6.53K
- 11.55%
$507.05 - $563.67 $3.31M - $3.68M
50K $25.7M
-179K
- 97.23%
$23.2 - $29.67 $4.15M - $5.31M
5.09K $125K
View all

Sold Out

5 operations
Stock Shares change Price Range Shares Held Trade History
-95
Closed
$16.12 - $20.1 $1.53K - $1.91K
0 $0
-1
Closed
$52.02 - $61.53 $52 - $61.5
0 $0
-3
Closed
$11.4 - $11.96 $34.2 - $35.9
0 $0
-3
Closed
$76.79 - $104.77 $230 - $314
0 $0
-156
Closed
$3.29 - $5.85 $513 - $913
0 $0

Options

Calls

1 operations
Stock Shares change Price Range Shares Held Trade History
ALPHABET INC CAP STK
200
New
N/A
200 $0

Puts

1 operations
Stock Shares change Price Range Shares Held Trade History
BLACKSTONE PRIVATE CREDIT FUND
3.2K
New
N/A
3.2K $0
Activity Summary
Buys All Purchases 2695 New Holdings 489 Increased Positions 2206 Sells All Sells 1001 Reductions 996 Sold out 5 Options Calls 1 Puts 1
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