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

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Number of Shares
2,972
Previous 2,123 39.99%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
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