Evernest Financial Advisors, LLC CAPITAL GROUP CONSERVATIVE E Transaction History

Evernest Financial Advisors, LLC

  • $318 Million
  • Q3 2025
Number of Shares
244,557
Previous 216,995 12.7%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
27,562 Added 12.7%
244,557 $0
Q2 2025

Jul 28, 2025
BUY
N/A
88,201 Added 68.48%
216,995 $0
Q1 2025

May 09, 2025
BUY
N/A
29,465 Added 29.66%
128,794 $0
Q4 2024

Jan 23, 2025
BUY
N/A
7,710 Added 8.42%
99,329 $0
Q3 2024

Oct 21, 2024
BUY
N/A
91,619 New
91,619 $0
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