Ever Source Wealth Advisors, LLC BROOKFIELD CORP CL A LTD VT SH Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
2,290
Previous 2,367 3.25%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Aug 13, 2025
SELL
N/A
-77 Reduced 3.25%
2,290 $0
Q1 2025

May 13, 2025
BUY
N/A
496 Added 26.51%
2,367 $0
Q4 2024

Feb 07, 2025
SELL
N/A
-1,437 Reduced 43.44%
1,871 $0
Q3 2024

Nov 08, 2024
BUY
N/A
145 Added 4.58%
3,308 $0
Q2 2024

Aug 13, 2024
BUY
N/A
2,057 Added 185.99%
3,163 $0
Q1 2024

Jun 11, 2024
SELL
N/A
-178 Reduced 13.86%
1,106 $0
Q4 2023

Feb 09, 2024
SELL
N/A
-264 Reduced 17.05%
1,284 $0
Q3 2023

Nov 03, 2023
BUY
N/A
501 Added 47.85%
1,548 $0
Q2 2023

Aug 04, 2023
SELL
N/A
-897 Reduced 46.14%
1,047 $0
Q1 2023

May 11, 2023
BUY
N/A
134 Added 7.4%
1,944 $0
Q4 2022

Feb 09, 2023
BUY
N/A
1,810 New
1,810 $0
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