Ever Source Wealth Advisors, LLC Purchases in Q4 2024

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CHRS
Coherus Bio Sciences, Inc.

Healthcare
1.28K
New
$0.67 - $1.71 $857 - $2.19K
1.28K $1K
LC
Lending Club Corp

Financial Services
62
+ 775.0%
$11.15 - $17.91 $691 - $1.11K
70 $1K
JRVR
James River Group Holdings, Ltd.

Financial Services
201
+ 148.89%
$4.42 - $7.17 $888 - $1.44K
336 $1K
UVSP
Univest Financial Corp

Financial Services
49
New
$26.85 - $32.21 $1.32K - $1.58K
49 $1K
MGC
Vanguard Mega Cap ETF

ETFs
9
New
$204.21 - $220.18 $1.84K - $1.98K
9 $1K
UE
Urban Edge Properties

Real Estate
43
+ 130.3%
$20.94 - $23.6 $900 - $1.01K
76 $1K
VICR
Vicor Corp

Technology
11
+ 21.15%
$40.19 - $60.94 $442 - $670
63 $3K
COMT
Ishares U.S. ETF Trust Gsci CO

ETFs
51
+ 204.0%
$24.66 - $27.63 $1.26K - $1.41K
76 $1K
NXRT
Nex Point Residential Trust, Inc.

Real Estate
25
+ 20.66%
$40.76 - $47.74 $1.02K - $1.19K
146 $6K
DIN
Dine Brands Global, Inc.

Consumer Cyclical
40
+ 50.63%
$29.27 - $35.99 $1.17K - $1.44K
119 $3K
TGLS
Tecnoglass Inc.

Basic Materials
4
+ 11.43%
$68.5 - $85.52 $274 - $342
39 $3K
CWENA
Clearway Energy Inc Cl A
24
+ 3.21%
N/A
772 $26K
FFIC
Flushing Financial Corp

Financial Services
74
+ 86.05%
$13.87 - $18.2 $1.03K - $1.35K
160 $2K
NYT
New York Times CO

Communication Services
109
+ 9.76%
$52.01 - $56.83 $5.67K - $6.19K
1.23K $63K
TDOC
Teladoc Health, Inc.

Healthcare
67
+ 40.36%
$8.57 - $12.02 $574 - $805
233 $2K
UUUU
Energy Fuels Inc

Energy
86
+ 77.48%
$5.11 - $7.29 $439 - $627
197 $1K
PLAB
Photronics Inc

Technology
58
New
$22.8 - $28.06 $1.32K - $1.63K
58 $1K
UEC
Uranium Energy Corp

Energy
47
+ 15.56%
$6.55 - $8.6 $308 - $404
349 $2K
ICLN
Ishares

ETFs
137
+ 3425.0%
$11.35 - $14.51 $1.55K - $1.99K
141 $1K
JBT
John Bean Technologies Corp

Industrials
3
+ 9.09%
$94.76 - $131.66 $284 - $395
36 $4K
CSWI
Csw Industrials, Inc.

Industrials
4
+ 12.12%
$352.8 - $432.01 $1.41K - $1.73K
37 $13K
NVCR
Novo Cure LTD

Healthcare
26
+ 68.42%
$14.54 - $33.41 $378 - $869
64 $1K
LIVN
Liva Nova PLC

Healthcare
39
+ 32.77%
$45.7 - $53.85 $1.78K - $2.1K
158 $7K
API
Agora, Inc.

Technology
55
+ 11.0%
$2.65 - $6.35 $146 - $349
555 $2K
YY
Joyy Inc.

Communication Services
14
+ 8.28%
$33.1 - $42.36 $463 - $593
183 $7K
GENC
Gencor Industries Inc

Industrials
14
New
$17.22 - $22.68 $241 - $318
14 $0
Ishares Bitcoin Trust ETF
4.19K
+ 34.73%
N/A
16.2K $0
APEI
American Public Education Inc

Consumer Defensive
12
New
$13.6 - $23.27 $163 - $279
12 $0
NEWT
Newtek Business Services Corp.

Financial Services
1
New
$12.14 - $15.46 $12.1 - $15.5
1 $0
KURA
Kura Oncology, Inc.

Healthcare
7
New
$8.51 - $19.21 $59.6 - $134
7 $0
NRIM
Northrim Bancorp Inc

Financial Services
2
New
$64.07 - $88.5 $128 - $177
2 $0
PAAS
Pan American Silver Corp

Basic Materials
1
+ 0.31%
$19.94 - $25.85 $19.9 - $25.9
327 $6K
NKTR
Nektar Therapeutics

Healthcare
171
New
$0.9 - $1.45 $154 - $248
171 $0
SPNS
Sapiens International Corp N V

Technology
11
New
$26.74 - $39.48 $294 - $434
11 $0
CECE
Ceco Environmental Corp

Industrials
18
New
N/A
18 $0
ETD
Ethan Allen Interiors Inc

Consumer Cyclical
32
+ 94.12%
$27.67 - $31.93 $885 - $1.02K
66 $1K
EWC
Ishares Msci Canada ETF

ETFs
3
+ 6.0%
$39.64 - $43.28 $119 - $130
53 $2K
BELFB
Bel Fuse Inc.

Technology
4
New
$72.79 - $91.36 $291 - $365
4 $0
Bgc Group Inc Cl A
174
+ 77.68%
N/A
398 $0
ATRO
Astronics Corp

Industrials
7
+ 2.8%
$15.66 - $21.04 $110 - $147
257 $4K
CDNA
Care Dx, Inc.

Healthcare
24
New
$20.4 - $32.2 $490 - $773
24 $0
Corpay Inc Com Shs
55
+ 70.51%
N/A
133 $0
EDIT
Editas Medicine, Inc.

Healthcare
539
New
$1.2 - $3.76 $647 - $2.03K
539 $0
Thomson Reuters Corp Com
136
+ 60.44%
N/A
361 $0
ALTG
Alta Equipment Group Inc.

Industrials
75
New
$5.76 - $8.46 $432 - $635
75 $0
EQBK
Equity Bancshares Inc

Financial Services
12
New
N/A
12 $0
HLX
Helix Energy Solutions Group Inc

Energy
38
New
$8.96 - $11.36 $340 - $432
38 $0
SBS
Companhia De Saneamento Basico Do Estado De Sao Paulo Sabesp

Utilities
87
+ 14.01%
$13.9 - $17.11 $1.21K - $1.49K
708 $10K
NEXT
Next Decade Corp.

Energy
12
New
$4.64 - $7.71 $55.7 - $92.5
12 $0
Activity Summary
Buys All Purchases 2659 New Holdings 839 Increased Positions 1820 Sells All Sells 727 Reductions 727 Sold out 0 Options Calls 0 Puts 0
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