Ever Source Wealth Advisors, LLC Global X Fds Transaction History
Ever Source Wealth Advisors, LLC
- $1.95 Billion
- Q2 2025
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
Others Institutions Holding CEFA
# of Institutions
23Shares Held
521KCall Options Held
0Put Options Held
0-
Hirtle Callaghan & CO LLC West Conshohocken, PA158KShares$5.54 Million0.21% of portfolio
-
Fund Evaluation Group, LLC Cincinnati, OH143KShares$5.01 Million0.19% of portfolio
-
Leith Wheeler Investment Counsel Ltd.52.5KShares$1.84 Million0.13% of portfolio
-
Rmb Capital Management, LLC39.9KShares$1.4 Million0.03% of portfolio
-
Royal Bank Of Canada Toronto, A622.3KShares$781,4230.0% of portfolio