Ever Source Wealth Advisors, LLC Banks—Regional

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$11.6B
$11,000 0.0% of portfolio
460
Q3 2024 Added 48.87%
$972M
$11,000 0.0% of portfolio
1,139
Q2 2023 New
$3.48B
$11,000 0.0% of portfolio
504
Q3 2024 Added 3.07%
$2.1B
$11,000 0.0% of portfolio
250
Q1 2024 Added 11.11%
$973M
$10,000 0.0% of portfolio
692
Q4 2023 Added 297.7%
$3.16B
$10,000 0.0% of portfolio
609
Q2 2024 Added 10.53%
$1.31B
$10,000 0.0% of portfolio
358
Q1 2024 Added 517.24%
$3.11B
$10,000 0.0% of portfolio
490
Q3 2024 Added 33.88%
$554M
$9,000 0.0% of portfolio
325
Q4 2023 Reduced 21.5%
$301M
$9,000 0.0% of portfolio
626
Q1 2024 Added 8.12%
$3.69B
$9,000 0.0% of portfolio
160
Q2 2024 Added 28.0%
$5.94B
$9,000 0.0% of portfolio
94
Q2 2024 Added 2.17%
$1.59B
$9,000 0.0% of portfolio
348
Q4 2023 Added 42.04%
$6.23B
$8,000 0.0% of portfolio
186
Q3 2024 Added 16.98%
$6.99B
$8,000 0.0% of portfolio
81
Q3 2024 Added 131.43%
$5.65B
$7,000 0.0% of portfolio
172
Q3 2024 Added 40.98%
$7.71B
$7,000 0.0% of portfolio
67
Q3 2024 Added 91.43%
$5.9B
$7,000 0.0% of portfolio
211
Q4 2023 New
$850M
$7,000 0.0% of portfolio
180
Q3 2023 Reduced 58.24%
$7.95B
$7,000 0.0% of portfolio
73
Q1 2024 Reduced 67.26%
$77.2M
$6,000 0.0% of portfolio
270
Q3 2023 New
$7.57B
$6,000 0.0% of portfolio
213
Q1 2024 Added 19.66%
$2.04B
$6,000 0.0% of portfolio
357
Q2 2024 Added 49.37%
$773M
$6,000 0.0% of portfolio
369
Q2 2024 Added 9.82%
$1.7B
$6,000 0.0% of portfolio
223
Q3 2024 Added 5.69%
$5.13B
$6,000 0.0% of portfolio
746
Q3 2024 Reduced 49.63%
$426M
$5,000 0.0% of portfolio
286
Q2 2024 Added 54.59%
$1.94B
$5,000 0.0% of portfolio
45
Q2 2023 Reduced 59.09%
$3.28B
$5,000 0.0% of portfolio
89
Q3 2024 Added 11.25%
$3.19B
$4,000 0.0% of portfolio
130
Q3 2024 Added 2.36%
$4.83B
$4,000 0.0% of portfolio
64
Q3 2024 Added 52.38%
$3.51B
$4,000 0.0% of portfolio
225
Q1 2024 Added 13.07%
$558M
$4,000 0.0% of portfolio
592
Q2 2024 Added 557.78%
$1.86B
$4,000 0.0% of portfolio
306
Q2 2024 New
$1.61B
$4,000 0.0% of portfolio
256
Q2 2024 Reduced 12.63%
$343M
$4,000 0.0% of portfolio
282
Q4 2023 Added 145.22%
$1.53B
$4,000 0.0% of portfolio
87
Q2 2023 New
$9.02B
$3,000 0.0% of portfolio
149
Q2 2024 Added 7.97%
$721M
$3,000 0.0% of portfolio
146
Q2 2023 New
$350M
$3,000 0.0% of portfolio
218
Q2 2024 Added 49.32%
$920M
$3,000 0.0% of portfolio
147
Q2 2024 Reduced 73.8%
$4.03B
$3,000 0.0% of portfolio
248
Q3 2024 Reduced 6.77%
$198M
$3,000 0.0% of portfolio
365
Q3 2023 New
$4.04B
$2,000 0.0% of portfolio
20
Q1 2023 Reduced 75.61%
$66.5M
$2,000 0.0% of portfolio
931
Q4 2021 New
$3.3B
$2,000 0.0% of portfolio
157
Q3 2024 Added 23.62%
$2.8B
$2,000 0.0% of portfolio
43
Q2 2024 Added 43.33%
$805M
$2,000 0.0% of portfolio
190
Q3 2023 Added 32.87%
$2.14B
$2,000 0.0% of portfolio
54
Q3 2024 Reduced 16.92%
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