A detailed history of Ever Source Wealth Advisors, LLC transactions in Global X Fds stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,393 shares of CEFA stock, worth $188,808. This represents 0.01% of its overall portfolio holdings.

Number of Shares
5,393
Previous 1,982 172.1%
Holding current value
$188,808
Previous $66,000 180.3%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Aug 13, 2025

BUY
$28.37 - $34.48 $96,770 - $117,611
3,411 Added 172.1%
5,393 $185,000
Q1 2025

May 13, 2025

BUY
$29.76 - $33.55 $53,627 - $60,457
1,802 Added 1001.11%
1,982 $66,000
Q4 2024

Feb 07, 2025

BUY
$30.05 - $32.57 $5,409 - $5,862
180 New
180 $5,000

Others Institutions Holding CEFA

About GLOBAL X FDS


  • Ticker CEFA
More about CEFA
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.