Ever Source Wealth Advisors, LLC Incresed Positions in Q3 2024

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
FRME
First Merchants Corp

Financial Services
4
+ 8.89%
$32.38 - $41.35 $130 - $165
49 $1K
FLNC
Fluence Energy, Inc.

Utilities
1
+ 25.0%
$13.84 - $22.92 $13.8 - $22.9
5 $0
Flutter Entmt PLC Shs
13
+ 108.33%
N/A
25 $0
FLYW
Flywire Corp

Technology
20
+ 3.5%
$15.63 - $18.99 $313 - $380
591 $9K
FBHS
Fortune Brands Home & Security, Inc.

Industrials
5
+ 13.16%
N/A
43 $2K
FRSH
Freshworks Inc.

Technology
31
+ 11.97%
$10.96 - $13.63 $340 - $423
290 $3K
Frontline PLC Com
275
+ 5.84%
N/A
4.99K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
11.2K
+ 80.66%
N/A
25.1K $0
Ftai Aviation LTD Shs
215
+ 7.41%
N/A
3.12K $0
GME
Game Stop Corp.

Consumer Cyclical
12
+ 66.67%
$19.5 - $28.54 $234 - $342
30 $0
GATX
Gatx Corp

Industrials
3
+ 2.05%
$130.67 - $150.26 $392 - $451
149 $19K
Ge Healthcare Technologies Inc Common Stock
20
+ 1.26%
N/A
1.61K $0
Ge Vernova Inc Com
186
+ 16.91%
N/A
1.29K $0
GSL
Global Ship Lease, Inc.

Industrials
36
+ 6.73%
$22.94 - $29.25 $826 - $1.05K
571 $15K
GIGB
Goldman Sachs ETF Access Invt
107
+ 47.35%
N/A
333 $0
GBDC
Golub Capital Bdc, Inc.

Financial Services
35
+ 7.26%
$14.36 - $16.0 $503 - $560
517 $7K
Greystone Housing Impact Inves Ben Unit Ctf
4K
+ 161.49%
N/A
6.48K $0
GRTS
Gritstone Bio, Inc.

Healthcare
1.08K
+ 165.64%
$0.45 - $0.71 $484 - $763
1.72K $0
HGTY
Hagerty, Inc.

Financial Services
28
+ 3.08%
$10.18 - $12.1 $285 - $339
938 $9K
Healthcare Rlty Tr Cl A Com
92
+ 3.28%
N/A
2.9K $0
HQY
Healthequity, Inc.

Healthcare
2
+ 3.51%
$67.98 - $86.62 $136 - $173
59 $4K
HEIA
Heico Crp Cl A
40
+ 88.89%
N/A
85 $0
Howard Hughes Holdings Inc Com
7
+ 13.21%
N/A
60 $0
Innovator U.S. Equity Buffer ETF December
400
+ 43.67%
N/A
1.32K $0
IGT
International Game Technology PLC

Consumer Cyclical
6
+ 6.0%
$19.84 - $23.77 $119 - $143
106 $2K
IQ
I Qiyi, Inc.

Communication Services
288
+ 70.59%
$1.96 - $4.08 $564 - $1.18K
696 $1K
Ishares Bitcoin Trust ETF
4.34K
+ 56.29%
N/A
12.1K $0
Jacobs Solutions Inc Com
729
+ 22.39%
N/A
3.99K $0
JOBY
Joby Aviation, Inc.

Industrials
53
+ 2.11%
$4.77 - $7.46 $253 - $395
2.57K $12K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
1
+ 0.18%
$50.25 - $50.74 $50.3 - $50.7
566 $28K
Kenvue Inc Com
555
+ 13.16%
N/A
4.77K $0
Knife River Corp Common Stock
238
+ 99.58%
N/A
477 $0
Liberty Global LTD Com Cl A
148
+ 9.58%
N/A
1.69K $0
Liberty Media Corp Del Com Lbty One S C
1.96K
+ 1570.4%
N/A
2.09K $0
LFST
Life Stance Health Group, Inc.

Healthcare
45
+ 66.18%
$5.0 - $6.99 $225 - $315
113 $0
Linde PLC Shs
144
+ 4.59%
N/A
3.28K $0
Lithium Americas Argentina Cor Com Shs
209
+ 836.0%
N/A
234 $0
Lithium Amers Corp New Com Shs
27
+ 13.5%
N/A
227 $0
MGNI
Magnite, Inc.

Communication Services
24
+ 15.09%
$12.37 - $15.84 $297 - $380
183 $2K
VAC
Marriott Vacations Worldwide Corp

Consumer Cyclical
12
+ 23.53%
$68.51 - $90.46 $822 - $1.09K
63 $4K
MLCO
Melco Resorts & Entertainment LTD

Consumer Cyclical
56
+ 36.36%
$5.05 - $7.79 $283 - $436
210 $1K
MOGA
Moog Inc Cla
23
+ 14.37%
N/A
183 $0
NNOX
Nano X Imaging Ltd.

Healthcare
32
+ 15.92%
$5.9 - $9.52 $189 - $305
233 $1K
Natwest Group PLC Spons Adr
502
+ 12.51%
N/A
4.52K $0
JWN
Nordstrom Inc

Consumer Cyclical
7
+ 2.41%
$21.09 - $23.82 $148 - $167
297 $6K
NOVT
Novanta Inc

Technology
4
+ 8.7%
$157.79 - $157.79 $631 - $631
50 $7K
OPK
Opko Health, Inc.

Healthcare
1
+ 0.1%
$1.21 - $1.68 $1.21 - $1.68
1K $1K
PAAS
Pan American Silver Corp

Basic Materials
9
+ 2.84%
$18.58 - $24.18 $167 - $218
326 $6K
Pimco Multisector Bond Active Exchange Traded Fund
4.47K
+ 7.39%
N/A
65K $0
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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