Evernest Financial Advisors, LLC Purchases and Sells in Q4 2024

Evernest Financial Advisors, LLC

  • $363 Million
  • Q4 2024

Top Buys

Incresed Positions

72 operations
Stock Shares change Price Range Shares Held Trade History
30.2K
+ 81.15%
$117.0 - $148.88 $3.54M - $4.5M
67.5K $9.06M
94.6K
+ 36.31%
N/A
355K $9.33M
45.7K
+ 15.35%
$50.76 - $55.23 $2.32M - $2.52M
343K $17.8M
3K
+ 54.24%
$159.67 - $250.0 $479K - $750K
8.53K $1.98M
3.71K
+ 30.83%
$161.86 - $196.66 $601K - $730K
15.7K $2.98M
2.73K
+ 59.31%
$180.88 - $232.93 $494K - $636K
7.33K $1.61M
View all

New Holdings

22 operations
Stock Shares change Price Range Shares Held Trade History
10.2K
New
$60.63 - $70.23 $620K - $719K
10.2K $641K
5.13K
New
$118.59 - $144.02 $608K - $738K
5.13K $628K
20K
New
$28.66 - $34.43 $573K - $689K
20K $627K
859
New
$482.27 - $628.5 $414K - $540K
859 $489K
3.13K
New
$110.82 - $121.28 $347K - $379K
3.13K $351K
109K
New
$2.11 - $3.61 $230K - $393K
109K $336K
View all

Top Sells

Reduced Positions

57 operations
Stock Shares change Price Range Shares Held Trade History
-68.7K
- 38.21%
$70.06 - $77.43 $4.81M - $5.32M
111K $7.81M
-14.3K
- 44.1%
$87.42 - $98.06 $1.25M - $1.41M
18.2K $1.62M
-29.8K
- 16.86%
$24.76 - $27.04 $739K - $807K
147K $3.66M
-3.49K
- 48.12%
$261.5 - $284.63 $912K - $993K
3.76K $993K
-207
- 4.47%
$727.2 - $932.06 $151K - $193K
4.42K $3.41M
-353
- 0.95%
$54.84 - $67.94 $19.4K - $24K
36.7K $2.01M
View all
Activity Summary
Buys All Purchases 94 New Holdings 22 Increased Positions 72 Sells All Sells 57 Reductions 57 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Evernest Financial Advisors, LLC Portfolio

Follow Evernest Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Evernest Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evernest Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email