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
FMAT
Fidelity Covington Tr Msci Mat

ETFs
Q1 2022 Filed on May 25, 2022
52
$45.02 - $50.44 $2.34K - $2.62K
Vaneck Russia ETF
Q1 2022 Filed on May 25, 2022
809
N/A
Great Western Bancorp Inc Com
Q1 2022 Filed on May 25, 2022
266
N/A
PBD
Invesco ETF Tr Ii Global Clean

ETFs
Q1 2022 Filed on May 25, 2022
95
$20.57 - $27.4 $1.95K - $2.6K
NLS
Nautilus, Inc.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
673
$3.98 - $6.33 $2.68K - $4.26K
HRTG
Heritage Insurance Holdings, Inc.

Financial Services
Q1 2022 Filed on May 25, 2022
413
$5.44 - $7.28 $2.25K - $3.01K
Ihs Markit LTD Shs
Q1 2022 Filed on May 25, 2022
56
N/A
CARA
Cara Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
88
$9.94 - $12.65 $875 - $1.11K
XPER
Xperi Holding Corp

Technology
Q1 2022 Filed on May 25, 2022
138
$15.84 - $19.64 $2.19K - $2.71K
Shell PLC Spon Adr B
Q1 2022 Filed on May 25, 2022
391
N/A
RGS
Regis Corp

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
776
$1.35 - $2.24 $1.05K - $1.74K
UFI
Unifi Inc

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
57
$17.38 - $24.24 $991 - $1.38K
PLCE
Childrens Place, Inc.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
24
$48.41 - $81.82 $1.16K - $1.96K
VMD
Viemed Healthcare, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
789
$3.58 - $5.55 $2.82K - $4.38K
Reliant Bancorp Inc Com
Q1 2022 Filed on May 25, 2022
533
N/A
Kraton Corp Com
Q1 2022 Filed on May 25, 2022
272
N/A
EVER
Ever Quote, Inc.

Communication Services
Q1 2022 Filed on May 25, 2022
164
$12.09 - $16.88 $1.98K - $2.77K
HOFT
Hooker Furnishings Corp

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
82
$18.37 - $23.77 $1.51K - $1.95K
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
CDXS
Codexis, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
51
$16.97 - $31.93 $865 - $1.63K
CNR
Cornerstone Building Brands, Inc.

Industrials
Q1 2022 Filed on May 25, 2022
1,200
$14.09 - $24.39 $16.9K - $29.3K
MXCT
Maxcyte, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
243
$5.26 - $10.84 $1.28K - $2.63K
ADN
Advent Technologies Holdings, Inc.

Utilities
Q1 2022 Filed on May 25, 2022
224
$2.14 - $6.9 $479 - $1.55K
CHS
Chico'S Fas, Inc.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
505
$4.04 - $5.55 $2.04K - $2.8K
VNM
Vaneck Vietnam ETF

ETFs
Q1 2022 Filed on May 25, 2022
1,268
$18.2 - $21.53 $23.1K - $27.3K
Cerner Corp Com
Q1 2022 Filed on May 25, 2022
19
N/A
RDNT
Rad Net, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
53
$20.47 - $29.82 $1.08K - $1.58K
Magellan Health Inc Com New
Q1 2022 Filed on May 25, 2022
209
N/A
RDS-A
Shell PLC

Energy
Q1 2022 Filed on May 25, 2022
681
$44.64 - $55.71 $30.4K - $37.9K
NAT
Nordic American Tankers LTD

Industrials
Q1 2022 Filed on May 25, 2022
5,312
$1.41 - $2.42 $7.49K - $12.9K
GTY
Getty Realty Corp

Real Estate
Q1 2022 Filed on May 25, 2022
52
$27.13 - $31.91 $1.41K - $1.66K
GES
Guess Inc

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
443
$16.39 - $24.09 $7.26K - $10.7K
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
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
REZ
Ishares Tr Residential And Mul

ETFs
Q1 2022 Filed on May 25, 2022
6
$88.05 - $98.21 $528 - $589
TAST
Carrols Restaurant Group, Inc.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
3,723
$2.02 - $3.22 $7.52K - $12K
TBF
Proshares Trust Short 20+ Trea

ETFs
Q1 2022 Filed on May 25, 2022
150
$16.44 - $18.21 $2.47K - $2.73K
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
JTKWY
Just Eat Takeaway.Com N.V.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
363
$5.93 - $11.27 $2.15K - $4.09K
DIBS
1stdibs.Com, Inc.

Consumer Cyclical
Q1 2022 Filed on May 25, 2022
153
$7.55 - $12.1 $1.16K - $1.85K
CNVY
Convey Health Solutions Holdings, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
2,723
$4.9 - $8.79 $13.3K - $23.9K
TPST
Tempest Therapeutics, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
4
$2.27 - $5.45 $9.08 - $21.8
DIDIY
Di Di Global Inc.

Technology
Q1 2022 Filed on May 25, 2022
2,652
$1.76 - $5.36 $4.67K - $14.2K
CVRX
Cv Rx, Inc.

Healthcare
Q1 2022 Filed on May 25, 2022
246
$5.62 - $12.37 $1.38K - $3.04K
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