Ever Source Wealth Advisors, LLC AVANTIS MODERATE ALLOCATION ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Number of Shares
160
Previous 144 11.11%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
N/A
16 Added 11.11%
160 $0
Q4 2024

Feb 07, 2025
BUY
N/A
36 Added 33.33%
144 $0
Q3 2024

Nov 08, 2024
BUY
N/A
9 Added 9.09%
108 $0
Q2 2024

Aug 13, 2024
BUY
N/A
26 Added 35.62%
99 $0
Q1 2024

Jun 11, 2024
BUY
N/A
73 New
73 $0
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