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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Number of Shares
2,367
Previous 1,871 26.51%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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