Ever Source Wealth Advisors, LLC Closed Holding Positions

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
NOA
North American Construction Group Ltd.

Energy
Q3 2024 Filed on Nov 08, 2024
68
$17.27 - $20.05 $1.17K - $1.36K
2 U Inc Com New
Q3 2024 Filed on Nov 08, 2024
69
N/A
CNF
Cn Finance Holdings Ltd.

Financial Services
Q3 2024 Filed on Nov 08, 2024
40
$0.89 - $1.61 $35.6 - $64.4
Virnetx Hldg Corp Com
Q3 2024 Filed on Nov 08, 2024
5
N/A
FANH
Fanhua Inc.

Financial Services
Q3 2024 Filed on Nov 08, 2024
575
$1.04 - $1.92 $598 - $1.1K
MNKD
Mannkind Corp

Healthcare
Q3 2024 Filed on Nov 08, 2024
100
$5.01 - $6.7 $501 - $670
PGEN
Precigen, Inc.

Healthcare
Q3 2024 Filed on Nov 08, 2024
93
$0.91 - $1.88 $84.6 - $175
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
MODV
Modiv Care Inc

Healthcare
Q3 2023 Filed on Nov 03, 2023
61
$27.49 - $53.92 $1.68K - $3.29K
TFI
Spdr Nuveen Bloomberg Municipa

ETFs
Q3 2023 Filed on Nov 03, 2023
1,016
$43.67 - $46.49 $44.4K - $47.2K
SYNH
Syneos Health, Inc.

Healthcare
Q3 2023 Filed on Nov 03, 2023
527
$42.17 - $42.98 $22.2K - $22.7K
FCEL
Fuelcell Energy Inc

Industrials
Q3 2023 Filed on Nov 03, 2023
50
$1.16 - $2.49 $58 - $125
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
INDT
Indus Realty Trust, Inc.

Real Estate
Q2 2023 Filed on Aug 04, 2023
71
$0.0 - $66.99 $0 - $4.76K
VLTA
Volta Inc.

Consumer Cyclical
Q1 2023 Filed on May 11, 2023
100
$0.38 - $0.88 $38 - $88
EAF
Graftech International LTD

Industrials
Q1 2023 Filed on May 11, 2023
1,335
$4.26 - $6.59 $5.69K - $8.8K
AIMC
Altra Industrial Motion Corp.

Industrials
Q1 2023 Filed on May 11, 2023
61
$0.0 - $61.99 $0 - $3.78K
SAH
Sonic Automotive Inc

Consumer Cyclical
Q1 2023 Filed on May 11, 2023
37
$47.21 - $61.29 $1.75K - $2.27K
ULH
Universal Logistics Holdings, Inc.

Industrials
Q1 2023 Filed on May 11, 2023
27
$25.98 - $43.87 $701 - $1.18K
SAFE
Safehold Inc.

Real Estate
Q1 2023 Filed on May 11, 2023
230
$27.62 - $36.23 $6.35K - $8.33K
ATCO
Atlas Corp.

Financial Services
Q1 2023 Filed on May 11, 2023
62
$14.81 - $15.48 $918 - $960
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
GLT
Glatfelter Corp

Basic Materials
Q4 2022 Filed on Feb 09, 2023
350
$2.08 - $4.06 $728 - $1.42K
Renewable Energy Group Inc Com New
Q2 2022 Filed on Aug 01, 2022
345
N/A
GLRY
Northern Lts Fd Tr Iv Inspire

ETFs
Q2 2022 Filed on Aug 01, 2022
31
$20.38 - $24.63 $632 - $764
CVGI
Commercial Vehicle Group, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
625
$5.44 - $8.29 $3.4K - $5.18K
THR
Thermon Group Holdings, Inc.

Industrials
Q2 2022 Filed on Aug 01, 2022
326
$14.05 - $16.49 $4.58K - $5.38K
MESA
Mesa Air Group Inc

Industrials
Q2 2022 Filed on Aug 01, 2022
417
$2.12 - $4.32 $884 - $1.8K
FEVR
Northern Lts Fd Tr Iv Inspire

ETFs
Q2 2022 Filed on Aug 01, 2022
30
N/A
SLQT
Select Quote, Inc.

Financial Services
Q2 2022 Filed on Aug 01, 2022
259
$1.97 - $3.18 $510 - $824
Mgm Growth Pptys LLC Cl A Com
Q2 2022 Filed on Aug 01, 2022
210
N/A
Zynga Inc Cl A
Q2 2022 Filed on Aug 01, 2022
200
N/A
HTRB
Hartford Fds Total Return Bd E

ETFs
Q2 2022 Filed on Aug 01, 2022
105
$33.67 - $36.76 $3.54K - $3.86K
GSK
Gsk PLC

Healthcare
Q2 2022 Filed on Aug 01, 2022
2,340
$42.05 - $47.77 $98.4K - $112K
SIL
Global X Silver Miners ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
165
$25.9 - $39.54 $4.27K - $6.52K
SGMO
Sangamo Therapeutics, Inc

Healthcare
Q2 2022 Filed on Aug 01, 2022
328
$3.28 - $6.21 $1.08K - $2.04K
AUVI
Applied Uv, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
100
$24.0 - $25.2 $2.4K - $2.52K
VRCA
Verrica Pharmaceuticals Inc.

Healthcare
Q2 2022 Filed on Aug 01, 2022
427
$1.81 - $8.93 $773 - $3.81K
Fast Acquisition Corp Com Cl A
Q2 2022 Filed on Aug 01, 2022
528
N/A
RSI
Rush Street Interactive, Inc.

Consumer Cyclical
Q2 2022 Filed on Aug 01, 2022
488
$4.09 - $7.97 $2K - $3.89K
KBE
Spdr S&P Bank ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
517
$42.82 - $51.88 $22.1K - $26.8K
NSTG
Nano String Technologies Inc

Healthcare
Q2 2022 Filed on Aug 01, 2022
61
$12.29 - $36.1 $750 - $2.2K
ALG
Alamo Group Inc

Industrials
Q2 2022 Filed on Aug 01, 2022
25
$109.83 - $142.63 $2.75K - $3.57K
Investors Bancorp Inc New Com
Q2 2022 Filed on Aug 01, 2022
1,235
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
MLPA
Global X Mlp ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
643
$35.66 - $43.89 $22.9K - $28.2K
CDK
Cdk Global, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
790
$48.65 - $54.82 $38.4K - $43.3K
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