Ever Source Wealth Advisors, LLC Purchases in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
HAS
Hasbro, Inc.

Consumer Cyclical
9
+ 0.72%
$56.54 - $72.32 $509 - $651
1.27K $91K
BJAN
Innovator U.S. Equity Buffer E

ETFs
400
New
$43.63 - $46.56 $17.5K - $18.6K
400 $18K
EUSB
Ishares Tr Esg Advanced Total

Technology
33
+ 0.35%
$42.09 - $44.64 $1.39K - $1.47K
9.39K $416K
IWR
Ishares Russell Mid Cap ETF

ETFs
1
+ 0.04%
$79.92 - $88.19 $79.9 - $88.2
2.49K $219K
BEKE
Ke Holdings Inc.

Real Estate
537
+ 43.1%
$13.23 - $20.0 $7.1K - $10.7K
1.78K $35K
LCII
Lci Industries

Consumer Cyclical
52
+ 7.44%
$97.61 - $123.73 $5.08K - $6.43K
751 $90K
NGG
National Grid PLC

Utilities
83
+ 8.65%
$57.14 - $70.48 $4.74K - $5.85K
1.04K $72K
PCG
Pg&E Corp

Utilities
145
+ 2.12%
$17.08 - $20.6 $2.48K - $2.99K
6.98K $137K
RLI
Rli Corp

Financial Services
92
+ 37.4%
$137.07 - $154.98 $12.6K - $14.3K
338 $52K
U
Unity Software Inc.

Technology
736
+ 415.82%
$13.93 - $23.19 $10.3K - $17.1K
913 $20K
BCX
Black Rock Resources & Commodities Strategy Trust

Financial Services
1.5K
+ 25.2%
$8.72 - $9.6 $13.1K - $14.4K
7.45K $71K
CHT
Chunghwa Telecom CO LTD

Communication Services
351
+ 11.32%
$36.12 - $40.59 $12.7K - $14.2K
3.45K $136K
ETSY
Etsy Inc

Consumer Cyclical
339
+ 103.99%
$51.5 - $65.47 $17.5K - $22.2K
665 $36K
BAPR
Innovator U.S. Equity Buffer E

ETFs
400
New
$39.97 - $43.37 $16K - $17.3K
400 $17K
SWK
Stanley Black & Decker, Inc.

Industrials
13
+ 2.46%
$77.75 - $110.17 $1.01K - $1.43K
541 $59K
ZD
Ziff Davis, Inc.

Communication Services
340
+ 2428.57%
$39.64 - $54.35 $13.5K - $18.5K
354 $17K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
25
+ 8.39%
$233.81 - $287.01 $5.85K - $7.18K
323 $88K
ARGX
Argenx Se

Healthcare
11
+ 12.64%
$434.22 - $551.9 $4.78K - $6.07K
98 $53K
KT
Kt Corp

Communication Services
589
+ 13.81%
$13.14 - $15.8 $7.74K - $9.31K
4.86K $74K
LPL
Lg Display Co., Ltd.

Technology
4.21K
+ 25.67%
$3.66 - $4.81 $15.4K - $20.3K
20.6K $83K
ON
On Semiconductor Corp

Technology
25
+ 0.7%
$66.39 - $78.74 $1.66K - $1.97K
3.57K $259K
TU
Telus Corp

Communication Services
370
+ 6.15%
$14.91 - $17.03 $5.52K - $6.3K
6.39K $107K
TD
Toronto Dominion Bank

Financial Services
136
+ 14.86%
$54.54 - $64.56 $7.42K - $8.78K
1.05K $66K
DRSK
ETF Ser Solutions Aptus Define

ETFs
541
New
$26.97 - $28.55 $14.6K - $15.4K
541 $15K
BMO
Bank Of Montreal

Financial Services
66
+ 4.46%
$79.1 - $90.77 $5.22K - $5.99K
1.55K $139K
BRKR
Bruker Corp

Healthcare
169
+ 21.92%
$60.3 - $70.67 $10.2K - $11.9K
940 $64K
EIX
Edison International

Utilities
27
+ 3.31%
$71.19 - $87.72 $1.92K - $2.37K
843 $73K
GDS
Gds Holdings LTD

Technology
220
+ 23.26%
$9.3 - $21.55 $2.05K - $4.74K
1.17K $23K
IEX
Idex Corp

Industrials
50
+ 14.53%
$190.56 - $214.98 $9.53K - $10.7K
394 $84K
BMAY
Innovator U.S. Equity Buffer E

ETFs
400
New
$36.7 - $39.46 $14.7K - $15.8K
400 $15K
IPG
Interpublic Group Of Companies, Inc.

Communication Services
392
+ 33.31%
$28.08 - $32.61 $11K - $12.8K
1.57K $49K
KEP
Korea Electric Power Corp

Utilities
1.31K
+ 18.33%
$6.88 - $8.58 $9.01K - $11.2K
8.46K $65K
KR
Kroger CO

Consumer Defensive
13
+ 0.68%
$50.43 - $57.3 $656 - $745
1.92K $109K
LYG
Lloyds Banking Group PLC

Financial Services
2.44K
+ 13.9%
$2.73 - $3.17 $6.66K - $7.73K
20K $62K
OMC
Omnicom Group Inc.

Communication Services
64
+ 10.88%
$87.69 - $103.9 $5.61K - $6.65K
652 $67K
RELY
Remitly Global, Inc.

Technology
936
+ 52.09%
$12.07 - $14.58 $11.3K - $13.6K
2.73K $36K
SBR
Sabine Royalty Trust

Energy
255
New
$59.42 - $67.35 $15.2K - $17.2K
255 $15K
SPB
Spectrum Brands Holdings, Inc.

Consumer Defensive
11
+ 0.75%
$81.07 - $95.1 $892 - $1.05K
1.49K $141K
TPL
Texas Pacific Land Corp

Energy
16
+ 160.0%
$724.86 - $952.13 $11.6K - $15.2K
26 $22K
BILI
Bilibili Inc.

Communication Services
401
+ 68.78%
$12.96 - $23.38 $5.2K - $9.38K
984 $23K
ET
Energy Transfer LP

Energy
1.01K
+ 6.33%
$15.43 - $16.44 $15.6K - $16.7K
17K $273K
FE
Firstenergy Corp

Utilities
105
+ 6.58%
$38.25 - $44.54 $4.02K - $4.68K
1.7K $75K
HTAB
Hartford Fds Exchange Traded

ETFs
51
+ 0.2%
$19.24 - $19.9 $981 - $1.01K
25K $496K
HCP
Hashi Corp, Inc.

Technology
417
+ 2194.74%
$33.36 - $33.99 $13.9K - $14.2K
436 $14K
IRTC
I Rhythm Technologies, Inc.

Healthcare
197
+ 596.97%
$64.64 - $106.45 $12.7K - $21K
230 $17K
NEP
Nextera Energy Partners, LP

Utilities
500
+ 25.0%
$23.83 - $28.64 $11.9K - $14.3K
2.5K $69K
IX
Orix Corp

Financial Services
99
+ 19.49%
$102.71 - $125.1 $10.2K - $12.4K
607 $70K
RFMZ
River North Flexible Municipal Income Fund Ii, Inc.
900
+ 25.71%
$13.87 - $14.63 $12.5K - $13.2K
4.4K $63K
TECK
Teck Resources LTD

Basic Materials
9
+ 0.28%
$43.48 - $53.4 $391 - $481
3.27K $170K
Activity Summary
Buys All Purchases 1318 New Holdings 113 Increased Positions 1205 Sells All Sells 868 Reductions 859 Sold out 9 Options Calls 0 Puts 0
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