Ever Source Wealth Advisors, LLC Closed Holding Positions

Ever Source Wealth Advisors, LLC

  • $1.66 Billion
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
CNNE
Cannae Holdings, Inc.

Consumer Cyclical
Q1 2025 Filed on May 13, 2025
95
$16.12 - $20.1 $1.53K - $1.91K
NVRO
Nevro Corp

Healthcare
Q1 2025 Filed on May 13, 2025
156
$3.29 - $5.85 $513 - $913
SMBC
Southern Missouri Bancorp, Inc.

Financial Services
Q1 2025 Filed on May 13, 2025
1
$52.02 - $61.53 $52 - $61.5
NATH
Nathans Famous, Inc.

Consumer Cyclical
Q1 2025 Filed on May 13, 2025
3
$76.79 - $104.77 $230 - $314
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q1 2025 Filed on May 13, 2025
3
$11.4 - $11.96 $34.2 - $35.9
Virnetx Hldg Corp Com
Q3 2024 Filed on Nov 08, 2024
5
N/A
VFMV
Vanguard Wellington Fd

ETFs
Q3 2024 Filed on Nov 08, 2024
284
$113.29 - $121.87 $32.2K - $34.6K
VV
Vanguard Large Cap ETF

ETFs
Q3 2024 Filed on Nov 08, 2024
232
$236.92 - $263.4 $55K - $61.1K
FANH
Fanhua Inc.

Financial Services
Q3 2024 Filed on Nov 08, 2024
575
$1.04 - $1.92 $598 - $1.1K
NOA
North American Construction Group Ltd.

Energy
Q3 2024 Filed on Nov 08, 2024
68
$17.27 - $20.05 $1.17K - $1.36K
CNF
Cn Finance Holdings Ltd.

Financial Services
Q3 2024 Filed on Nov 08, 2024
40
$0.89 - $1.61 $35.6 - $64.4
2 U Inc Com New
Q3 2024 Filed on Nov 08, 2024
69
N/A
FCEL
Fuelcell Energy Inc

Industrials
Q3 2023 Filed on Nov 03, 2023
50
$1.16 - $2.49 $58 - $125
SYNH
Syneos Health, Inc.

Healthcare
Q3 2023 Filed on Nov 03, 2023
527
$42.17 - $42.98 $22.2K - $22.7K
GIM
Templeton Global Income Fund

Financial Services
Q3 2023 Filed on Nov 03, 2023
371
$3.86 - $4.33 $1.43K - $1.61K
Uranium Rty Corp Com
Q3 2023 Filed on Nov 03, 2023
200
N/A
ATCO
Atlas Corp.

Financial Services
Q1 2023 Filed on May 11, 2023
62
$14.81 - $15.48 $918 - $960
AIMC
Altra Industrial Motion Corp.

Industrials
Q1 2023 Filed on May 11, 2023
61
$0.0 - $61.99 $0 - $3.78K
VLTA
Volta Inc.

Consumer Cyclical
Q1 2023 Filed on May 11, 2023
100
$0.38 - $0.88 $38 - $88
SAFE
Safehold Inc.

Real Estate
Q1 2023 Filed on May 11, 2023
230
$27.62 - $36.23 $6.35K - $8.33K
GLT
Glatfelter Corp

Basic Materials
Q4 2022 Filed on Feb 09, 2023
350
$2.08 - $4.06 $728 - $1.42K
TGRW
T Rowe Price Exchange Traded F

Technology
Q4 2022 Filed on Feb 09, 2023
1,061
$20.07 - $22.54 $21.3K - $23.9K
NCMI
National Cine Media, Inc.

Communication Services
Q2 2022 Filed on Aug 01, 2022
749
$0.92 - $2.55 $689 - $1.91K
MESA
Mesa Air Group Inc

Industrials
Q2 2022 Filed on Aug 01, 2022
417
$2.12 - $4.32 $884 - $1.8K
HTRB
Hartford Fds Total Return Bd E

ETFs
Q2 2022 Filed on Aug 01, 2022
105
$33.67 - $36.76 $3.54K - $3.86K
Mgm Growth Pptys LLC Cl A Com
Q2 2022 Filed on Aug 01, 2022
210
N/A
AUVI
Applied Uv, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
100
$24.0 - $25.2 $2.4K - $2.52K
NSTG
Nano String Technologies Inc

Healthcare
Q2 2022 Filed on Aug 01, 2022
61
$12.29 - $36.1 $750 - $2.2K
SIL
Global X Silver Miners ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
165
$25.9 - $39.54 $4.27K - $6.52K
AUD
Audacy, Inc.

Communication Services
Q2 2022 Filed on Aug 01, 2022
1,107
$0.94 - $2.95 $1.04K - $3.27K
Us Ecology Inc Com
Q2 2022 Filed on Aug 01, 2022
474
N/A
HMTV
Hemisphere Media Group, Inc.
Q2 2022 Filed on Aug 01, 2022
323
$3.77 - $7.93 $1.22K - $2.56K
Fast Acquisition Corp Com Cl A
Q2 2022 Filed on Aug 01, 2022
528
N/A
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
517
$42.82 - $51.88 $22.1K - $26.8K
ADTNXXXX
Adtran Inc
Q2 2022 Filed on Aug 01, 2022
362
N/A
Spx Flow Inc Com
Q2 2022 Filed on Aug 01, 2022
255
N/A
Zynga Inc Cl A
Q2 2022 Filed on Aug 01, 2022
200
N/A
ERTH
Invesco ETF Tr Invesco Msci Su

ETFs
Q2 2022 Filed on Aug 01, 2022
303
$49.81 - $63.47 $15.1K - $19.2K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 01, 2022
2,340
$42.05 - $47.77 $98.4K - $112K
Investors Bancorp Inc New Com
Q2 2022 Filed on Aug 01, 2022
1,235
N/A
FEVR
Northern Lts Fd Tr Iv Inspire

ETFs
Q2 2022 Filed on Aug 01, 2022
30
N/A
SPUU
Direxion Daily S&P 500 Bull 2 X

ETFs
Q2 2022 Filed on Aug 01, 2022
22
$67.38 - $106.83 $1.48K - $2.35K
CDK
Cdk Global, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
790
$48.65 - $54.82 $38.4K - $43.3K
Antares Pharma Inc Com
Q2 2022 Filed on Aug 01, 2022
1,352
N/A
LTRPA
Liberty Trip Advisor Holdings, Inc.

Communication Services
Q2 2022 Filed on Aug 01, 2022
1,138
$0.76 - $2.08 $865 - $2.37K
FBC
Flagstar Bancorp Inc

Financial Services
Q2 2022 Filed on Aug 01, 2022
32
$33.34 - $41.97 $1.07K - $1.34K
EVOP
Evo Payments, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
244
$21.62 - $24.25 $5.28K - $5.92K
Warner Bros Discovery Inc Com Ser A
Q2 2022 Filed on Aug 01, 2022
779
N/A
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q2 2022 Filed on Aug 01, 2022
328
$3.28 - $6.21 $1.08K - $2.04K
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