Ever Source Wealth Advisors, LLC Bank Of Montreal Transaction History

Ever Source Wealth Advisors, LLC

  • $1.95 Billion
  • Q2 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Bank Of Montreal stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 13,625 shares of GDXU stock, worth $3.11 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
13,625
Previous 12,730 7.03%
Holding current value
$3.11 Million
Previous $760,000 30.26%
% of portfolio
0.05%
Previous 0.05%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$41.87 - $85.79 $37,473 - $76,782
895 Added 7.03%
13,625 $990,000
Q1 2025

May 13, 2025
SELL
$28.63 - $59.76 $177,105 - $369,675
-6,186 Reduced 32.7%
12,730 $760,000
Q4 2024

Feb 07, 2025
BUY
$26.68 - $63.13 $504,678 - $1.19 Million
18,916 New
18,916 $513,000

Others Institutions Holding GDXU

# of Institutions
1
Shares Held
13.6K
Call Options Held
0
Put Options Held
0
View Full List

About BANK OF MONTREAL

GDXU Quotes by TradingView
  • Ticker GDXU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about GDXU
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