Ever Source Wealth Advisors, LLC ISHARES FLEXIBLE INCOME ACTIVE ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Number of Shares
11,351
Previous 9,098 24.76%
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
2,253 Added 24.76%
11,351 $0
Q4 2024

Feb 07, 2025
BUY
N/A
3,296 Added 56.81%
9,098 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-782 Reduced 11.88%
5,802 $0
Q2 2024

Aug 13, 2024
BUY
N/A
4,274 Added 185.02%
6,584 $0
Q1 2024

Jun 11, 2024
BUY
N/A
2,310 New
2,310 $0
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email