Ever Source Wealth Advisors, LLC BROOKFIELD ASSET MANAGMT LTD CL A LMT VTG SHS Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
921
Previous 1,656 44.38%
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
-735 Reduced 44.38%
921 $0
Q1 2025

May 13, 2025
BUY
N/A
35 Added 2.16%
1,656 $0
Q4 2024

Feb 07, 2025
BUY
N/A
36 Added 2.27%
1,621 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-1,824 Reduced 53.51%
1,585 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-183 Reduced 5.09%
3,409 $0
Q1 2024

Jun 11, 2024
SELL
N/A
-88 Reduced 2.39%
3,592 $0
Q4 2023

Feb 09, 2024
BUY
N/A
1,720 Added 87.76%
3,680 $0
Q3 2023

Nov 03, 2023
BUY
N/A
65 Added 3.43%
1,960 $0
Q2 2023

Aug 04, 2023
BUY
N/A
1,732 Added 1062.58%
1,895 $0
Q1 2023

May 11, 2023
BUY
N/A
95 Added 139.71%
163 $0
Q4 2022

Feb 09, 2023
BUY
N/A
68 New
68 $0
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