Ever Source Wealth Advisors, LLC CANADIAN PACIFIC KANSAS CITY COM Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Number of Shares
469
Previous 331 41.69%
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
BUY
N/A
138 Added 41.69%
469 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-5 Reduced 1.49%
331 $0
Q1 2024

Jun 11, 2024
BUY
N/A
92 Added 37.7%
336 $0
Q4 2023

Feb 09, 2024
BUY
N/A
39 Added 19.02%
244 $0
Q3 2023

Nov 03, 2023
SELL
N/A
-75 Reduced 26.79%
205 $0
Q2 2023

Aug 04, 2023
BUY
N/A
45 Added 19.15%
280 $0
Q1 2023

May 11, 2023
BUY
N/A
235 New
235 $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