Number of Shares
2,663
Previous 4,064 34.47%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
N/A
-1,401 Reduced 34.47%
2,663 $0
Q2 2024

Aug 13, 2024

SELL
N/A
-152 Reduced 3.61%
4,064 $0
Q1 2024

Jun 11, 2024

SELL
N/A
-94 Reduced 2.18%
4,216 $0
Q4 2023

Feb 09, 2024

BUY
N/A
3,926 Added 1022.4%
4,310 $0
Q3 2023

Nov 03, 2023

SELL
N/A
-3,694 Reduced 90.58%
384 $0
Q2 2023

Aug 04, 2023

BUY
N/A
3,911 Added 2341.92%
4,078 $0
Q1 2023

May 11, 2023

BUY
N/A
167 New
167 $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.