Ever Source Wealth Advisors, LLC AEGON LTD AMER REG 1 CERT Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
14,548
Previous 5,778 151.78%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
N/A
8,770 Added 151.78%
14,548 $0
Q1 2025

May 13, 2025
SELL
N/A
-18,628 Reduced 76.33%
5,778 $0
Q4 2024

Feb 07, 2025
BUY
N/A
18,530 Added 315.35%
24,406 $0
Q3 2024

Nov 08, 2024
BUY
N/A
183 Added 3.21%
5,876 $0
Q2 2024

Aug 13, 2024
BUY
N/A
1,579 Added 38.38%
5,693 $0
Q1 2024

Jun 11, 2024
BUY
N/A
2,905 Added 240.28%
4,114 $0
Q4 2023

Feb 09, 2024
BUY
N/A
341 Added 39.29%
1,209 $0
Q3 2023

Nov 03, 2023
BUY
N/A
868 New
868 $0
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