Ever Source Wealth Advisors, LLC SITIO ROYALTIES CORP CLASS A COM Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025
Number of Shares
602
Previous 584 3.08%
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
18 Added 3.08%
602 $0
Q1 2025

May 13, 2025
BUY
N/A
430 Added 279.22%
584 $0
Q4 2024

Feb 07, 2025
SELL
N/A
-35 Reduced 18.52%
154 $0
Q3 2024

Nov 08, 2024
BUY
N/A
55 Added 41.04%
189 $0
Q2 2024

Aug 13, 2024
BUY
N/A
123 Added 1118.18%
134 $0
Q1 2024

Jun 11, 2024
BUY
N/A
11 New
11 $0
Q4 2022

Feb 09, 2023
BUY
N/A
108 New
108 $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