Ever Source Wealth Advisors, LLC VEREN INC COM NEW Transaction History

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Number of Shares
6,156
Previous 5,951 3.44%
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
205 Added 3.44%
6,156 $0
Q4 2024

Feb 07, 2025
BUY
N/A
2,655 Added 80.55%
5,951 $0
Q3 2024

Nov 08, 2024
SELL
N/A
-2,054 Reduced 38.39%
3,296 $0
Q2 2024

Aug 13, 2024
BUY
N/A
5,350 New
5,350 $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