Ever Source Wealth Advisors, LLC Sovereigns Capital Flourish Fund Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
851,892
Previous 787,432 8.19%
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
Q2 2025

Aug 13, 2025
BUY
N/A
64,460 Added 8.19%
851,892 $0
Q1 2025

May 13, 2025
BUY
N/A
47,077 Added 6.36%
787,432 $0
Q4 2024

Feb 07, 2025
BUY
N/A
59,670 Added 8.77%
740,355 $0
Q3 2024

Nov 08, 2024
BUY
N/A
37,215 Added 5.78%
680,685 $0
Q2 2024

Aug 13, 2024
BUY
N/A
76,246 Added 13.44%
643,470 $0
Q1 2024

Jun 11, 2024
BUY
N/A
110,934 Added 24.31%
567,224 $0
Q4 2023

Feb 09, 2024
BUY
N/A
456,290 New
456,290 $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