Ever Source Wealth Advisors, LLC FIDELITY ENHANCED LARGE CAP VALUE ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
919
Previous 2,972 69.08%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-2,053 Reduced 69.08%
919 $0
Q1 2025

May 13, 2025
BUY
N/A
849 Added 39.99%
2,972 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-3,801 Reduced 64.16%
2,123 $0
Q2 2024

Aug 13, 2024
SELL
N/A
-22 Reduced 0.37%
5,924 $0
Q1 2024

Jun 11, 2024
BUY
N/A
5,946 New
5,946 $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