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
MLNK
Meridian Link, Inc.

Technology
26
New
$20.22 - $24.62 $526 - $640
26 $0
COOK
Traeger, Inc.

Consumer Cyclical
21
New
$2.34 - $3.58 $49.1 - $75.2
21 $0
SWI
Solar Winds Corp

Technology
56
New
$12.42 - $14.84 $696 - $831
56 $0
ECVT
Ecovyst Inc.

Basic Materials
17
New
$6.15 - $8.62 $105 - $147
17 $0
STGW
Stagwell Inc

Communication Services
81
+ 1350.0%
$6.15 - $8.1 $498 - $656
87 $0
Hippo Hldgs Inc Com New
2
New
N/A
2 $0
ADGI
Adagio Therapeutics, Inc.

Healthcare
71
New
N/A
71 $0
RNW
Re New Energy Global PLC

Utilities
93
New
$5.22 - $7.46 $485 - $694
93 $0
HUMA
Humacyte, Inc.

Healthcare
3
New
$3.46 - $5.81 $10.4 - $17.4
3 $0
CIFR
Cipher Mining Inc.

Financial Services
28
New
$3.58 - $7.43 $100 - $208
28 $0
PRCT
Procept Bio Robotics Corp

Healthcare
4
+ 26.67%
$67.27 - $99.45 $269 - $398
19 $1K
DH
Definitive Healthcare Corp.

Healthcare
81
New
$4.08 - $4.77 $330 - $386
81 $0
PRLB
Proto Labs Inc

Industrials
12
New
$26.71 - $44.77 $321 - $537
12 $0
WRBY
Warby Parker Inc.

Healthcare
12
+ 1200.0%
$15.04 - $25.72 $180 - $309
13 $0
Mac Copper Limited Ord Shs
49
New
N/A
49 $0
OLPX
Olaplex Holdings, Inc.

Consumer Cyclical
43
+ 390.91%
$1.62 - $2.34 $69.7 - $101
54 $0
FWRG
First Watch Restaurant Group, Inc.

Consumer Cyclical
13
New
$13.3 - $21.42 $173 - $278
13 $0
QTOC
Innovator Etfs Tr Growth Accel
1.2K
New
N/A
1.2K $0
DWAC
Digital World Acquisition Corp.

Financial Services
6
+ 0.19%
N/A
3.1K $0
AMPL
Amplitude, Inc.

Technology
91
New
$8.51 - $11.89 $774 - $1.08K
91 $0
LTH
Life Time Group Holdings, Inc.

Consumer Cyclical
30
+ 9.55%
$21.88 - $26.03 $656 - $781
344 $7K
FNA
Paragon 28, Inc.

Healthcare
4
New
$4.78 - $10.74 $19.1 - $43
4 $0
SEAT
Vivid Seats Inc.

Communication Services
52
New
$3.26 - $4.63 $170 - $241
52 $0
NVTS
Navitas Semiconductor Corp

Technology
3
New
$1.78 - $4.35 $5.34 - $13
3 $0
PTLO
Portillo'S Inc.

Consumer Cyclical
31
New
$8.66 - $13.88 $268 - $430
31 $0
ENFN
Enfusion, Inc.

Technology
40
New
$8.72 - $11.03 $349 - $441
40 $0
COCO
Vita Coco Company, Inc.

Consumer Defensive
22
New
$27.78 - $37.02 $611 - $814
22 $0
CENQ
Cenaq Energy Corp.

Financial Services
6
New
N/A
6 $0
AIP
Arteris, Inc.

Technology
13
New
$6.77 - $10.61 $88 - $138
13 $0
DTC
Solo Brands, Inc.

Consumer Cyclical
16
+ 6.02%
$1.03 - $1.46 $16.5 - $23.4
282 $0
UDMY
Udemy, Inc.

Consumer Defensive
44
New
$7.17 - $8.89 $315 - $391
44 $0
TRDA
Entrada Therapeutics, Inc.

Healthcare
14
New
$15.82 - $21.59 $221 - $302
14 $0
CBL
Cbl & Associates Properties Inc

Real Estate
8
New
$24.95 - $31.75 $200 - $254
8 $0
NRDS
Nerdwallet, Inc.

Financial Services
13
New
$10.99 - $16.0 $143 - $208
13 $0
CDRE
Cadre Holdings, Inc.

Industrials
4
New
$31.0 - $40.22 $124 - $161
4 $0
TSVT
2seventy Bio, Inc.

Healthcare
2
New
$2.89 - $5.21 $5.78 - $10.4
2 $0
KIND
Nextdoor Holdings, Inc.

Communication Services
187
New
$2.28 - $2.84 $426 - $531
187 $0
TCBX
Third Coast Bancshares, Inc.

Financial Services
14
New
$25.17 - $37.28 $352 - $522
14 $0
Tradr 2 X Short Innovation Daily ETF
28
New
N/A
28 $0
Perimeter Solutions Inc Common Stock
48
New
N/A
48 $0
BLZE
Backblaze, Inc.

Technology
18
New
$5.63 - $7.99 $101 - $144
18 $0
Global X Blockchain ETF
22
New
N/A
22 $0
TCPC
Black Rock Tcp Capital Corp.

Financial Services
1
+ 0.13%
$7.8 - $9.54 $7.8 - $9.54
751 $6K
BSAC
Banco Santander Chile

Financial Services
26
+ 17.45%
$18.6 - $20.89 $484 - $543
175 $3K
REI
Ring Energy, Inc.

Energy
3
+ 1.1%
$1.22 - $1.8 $3.66 - $5.4
276 $0
CRGY
Crescent Energy CO

Energy
39
New
$11.17 - $15.28 $436 - $596
39 $0
REFI
Chicago Atlantic Real Estate Finance, Inc.

Real Estate
20
New
$15.03 - $16.21 $301 - $324
20 $0
QTJA
Innovator Etfs Tr Growth Accel
3K
New
N/A
3K $0
AMLX
Amylyx Pharmaceuticals, Inc.

Healthcare
25
New
$2.94 - $7.03 $73.5 - $176
25 $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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