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
CCMP
Cmc Materials, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
52
$169.88 - $183.25 $8.83K - $9.53K
Falcon Minerals Corp Cl A Com
Q2 2022 Filed on Aug 01, 2022
434
N/A
Ferro Corp Com
Q2 2022 Filed on Aug 01, 2022
556
N/A
Peoples United Financial Inc Com
Q2 2022 Filed on Aug 01, 2022
283
N/A
Invesco Mortgage Capital Inc Com
Q2 2022 Filed on Aug 01, 2022
2,410
N/A
DISCK
Warner Bros. Discovery, Inc.

Communication Services
Q2 2022 Filed on Aug 01, 2022
161
$23.08 - $25.81 $3.72K - $4.16K
ONLN
Proshares Tr Online Retail ETF

ETFs
Q2 2022 Filed on Aug 01, 2022
30
$30.41 - $48.5 $912 - $1.46K
Aspen Technology Inc Com
Q2 2022 Filed on Aug 01, 2022
3,708
N/A
EBIX
Ebix Inc

Technology
Q2 2022 Filed on Aug 01, 2022
106
$14.59 - $34.84 $1.55K - $3.69K
DM
Desktop Metal, Inc.

Technology
Q2 2022 Filed on Aug 01, 2022
180
$1.33 - $5.21 $239 - $938
Renewable Energy Group Inc Com New
Q2 2022 Filed on Aug 01, 2022
345
N/A
IAA
Iaa, Inc.

Industrials
Q2 2022 Filed on Aug 01, 2022
104
$32.73 - $39.23 $3.4K - $4.08K
Tivity Health Inc Com
Q2 2022 Filed on Aug 01, 2022
54
N/A
TPTX
Turning Point Therapeutics, Inc.
Q2 2022 Filed on Aug 01, 2022
92
$24.32 - $75.3 $2.24K - $6.93K
CLOU
Global X Fds Cloud Computing E

ETFs
Q2 2022 Filed on Aug 01, 2022
448
$15.63 - $22.77 $7K - $10.2K
MNRL
Brigham Minerals, Inc.

Energy
Q2 2022 Filed on Aug 01, 2022
512
$23.68 - $33.14 $12.1K - $17K
UBA
Urstadt Biddle Properties Inc

Real Estate
Q2 2022 Filed on Aug 01, 2022
215
$15.65 - $18.96 $3.36K - $4.08K
Ihs Markit LTD Shs
Q1 2022 Filed on May 25, 2022
56
N/A
Quidel Corp Com
Q1 2022 Filed on May 25, 2022
20
N/A
Great Western Bancorp Inc Com
Q1 2022 Filed on May 25, 2022
266
N/A
CARA
Cara Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
88
$9.94 - $12.65 $875 - $1.11K
NLS
Nautilus, Inc.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
673
$3.98 - $6.33 $2.68K - $4.26K
RGS
Regis Corp

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
776
$1.35 - $2.24 $1.05K - $1.74K
SRT
Startek, Inc.

Technology
Q1 2022 Filed on May 25, 2022
751
$3.82 - $5.26 $2.87K - $3.95K
JPXN
Ishares Jpx Nikkei 400 ETF

ETFs
Q1 2022 Filed on May 25, 2022
50
$61.96 - $71.62 $3.1K - $3.58K
Shell PLC Spon Adr B
Q1 2022 Filed on May 25, 2022
391
N/A
XPER
Xperi Holding Corp

Technology
Q1 2022 Filed on May 25, 2022
138
$15.84 - $19.64 $2.19K - $2.71K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on May 25, 2022
150
$16.44 - $18.21 $2.47K - $2.73K
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q1 2022 Filed on May 25, 2022
95
$20.57 - $27.4 $1.95K - $2.6K
Magellan Health Inc Com New
Q1 2022 Filed on May 25, 2022
209
N/A
PPTY
ETF Ser Solutions

ETFs
Q1 2022 Filed on May 25, 2022
11,512
$35.26 - $39.55 $406K - $455K
QTUM
ETF Ser Solutions Defiance Qua
Q1 2022 Filed on May 25, 2022
13
N/A
FTCH
Farfetch LTD

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
921
$10.95 - $34.25 $10.1K - $31.5K
Anaplan Inc Com
Q1 2022 Filed on May 25, 2022
4,015
N/A
Cerner Corp Com
Q1 2022 Filed on May 25, 2022
19
N/A
CNR
Cornerstone Building Brands, Inc.

Industrials
Q1 2022 Filed on May 25, 2022
1,200
$14.09 - $24.39 $16.9K - $29.3K
ADN
Advent Technologies Holdings, Inc.

Utilities
Q1 2022 Filed on May 25, 2022
224
$2.14 - $6.9 $479 - $1.55K
Draftkings Inc Com Cl A
Q1 2022 Filed on May 25, 2022
63
N/A
Casper Sleep Inc Com
Q1 2022 Filed on May 25, 2022
396
N/A
INDL
Direxion Daily Msci India Bull

ETFs
Q1 2022 Filed on May 25, 2022
40
$45.38 - $66.95 $1.82K - $2.68K
Kraton Corp Com
Q1 2022 Filed on May 25, 2022
272
N/A
Reliant Bancorp Inc Com
Q1 2022 Filed on May 25, 2022
533
N/A
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
24
$48.41 - $81.82 $1.16K - $1.96K
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 25, 2022
681
$44.64 - $55.71 $30.4K - $37.9K
DPST
Direxion Shs ETF Tr Daily Regi

ETFs
Q1 2022 Filed on May 25, 2022
140
$394.2 - $676.7 $55.2K - $94.7K
NAIL
Direxion Shs ETF Tr Daily Home

ETFs
Q1 2022 Filed on May 25, 2022
9
$40.52 - $117.87 $365 - $1.06K
Forterra Inc Com
Q1 2022 Filed on May 25, 2022
371
N/A
NLY
Annaly Capital Management Inc

Real Estate
Q1 2022 Filed on May 25, 2022
234
$6.79 - $8.11 $1.59K - $1.9K
WBK
Westpac Banking Corporation

Financial Services
Q1 2022 Filed on May 25, 2022
0
N/A
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