Ever Source Wealth Advisors, LLC ROOT INC CL A NEW Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
4
Previous 3 33.33%
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
Q2 2025

Aug 13, 2025
BUY
N/A
1 Added 33.33%
4 $0
Q1 2025

May 13, 2025
SELL
N/A
-1 Reduced 25.0%
3 $0
Q4 2024

Feb 07, 2025
BUY
N/A
4 New
4 $0
Q3 2022

Nov 07, 2022
BUY
N/A
59 New
59 $0
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