Ever Source Wealth Advisors, LLC Ark ETF Tr Innovation ETF (De) Transaction History

Ever Source Wealth Advisors, LLC

  • $1.48 Billion
  • Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Ark ETF Tr Innovation ETF (De) stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 1,040 shares of ARKK stock, worth $64,823. This represents 0.0% of its overall portfolio holdings.

Number of Shares
1,040
Previous 2,507 58.52%
Holding current value
$64,823
Previous $110,000 55.45%
% of portfolio
0.0%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
SELL
$39.47 - $49.4 $57,902 - $72,469
-1,467 Reduced 58.52%
1,040 $49,000
Q2 2024

Aug 13, 2024
SELL
$42.0 - $49.24 $964,110 - $1.13 Million
-22,955 Reduced 90.15%
2,507 $110,000
Q1 2024

Jun 11, 2024
BUY
$45.2 - $51.64 $1.1 Million - $1.26 Million
24,335 Added 2159.27%
25,462 $1.28 Million
Q4 2023

Feb 09, 2024
SELL
$34.1 - $54.26 $4,501 - $7,162
-132 Reduced 10.48%
1,127 $59,000
Q3 2023

Nov 03, 2023
SELL
$38.43 - $50.65 $38 - $50
-1 Reduced 0.08%
1,259 $49,000
Q2 2023

Aug 04, 2023
SELL
$34.76 - $44.54 $3,058 - $3,919
-88 Reduced 6.53%
1,260 $55,000
Q1 2023

May 11, 2023
BUY
$30.46 - $44.41 $21,413 - $31,220
703 Added 108.99%
1,348 $54,000
Q4 2022

Feb 09, 2023
BUY
$29.64 - $40.79 $16,094 - $22,148
543 Added 532.35%
645 $20,000
Q3 2022

Nov 07, 2022
SELL
$37.43 - $52.19 $1,796 - $2,505
-48 Reduced 32.0%
102 $4,000
Q2 2022

Aug 01, 2022
BUY
$36.58 - $70.5 $146 - $282
4 Added 2.74%
150 $6,000
Q1 2022

May 25, 2022
BUY
$52.29 - $96.99 $4,235 - $7,856
81 Added 124.62%
146 $10,000
Q4 2021

Feb 07, 2022
BUY
$91.87 - $125.12 $5,971 - $8,132
65 New
65 $6,000

Others Institutions Holding ARKK

# of Institutions
678
Shares Held
47.4M
Call Options Held
16.1M
Put Options Held
16.2M
View Full List

About ARK ETF TR INNOVATION ETF (DE)

ARKK Quotes by TradingView
  • Ticker ARKK
  • Sector ETFs
  • Industry ETFs
More about ARKK
Track This Portfolio

Track Ever Source Wealth Advisors, LLC Portfolio

Follow Ever Source Wealth 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 Ever Source Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Ever Source Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email