Ever Source Wealth Advisors, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History

Ever Source Wealth Advisors, LLC

$1.48 Billion
Q3 2024

A detailed history of Ever Source Wealth Advisors, LLC transactions in Victory Portf Ii Shs Us Lrg Ca stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 5,060 shares of CDL stock, worth $340,436. This represents 0.02% of its overall portfolio holdings.

Number of Shares

5,060

Previous 3,481 45.36%

Holding current value

$340,436

Previous $212,000 61.79%

% of portfolio

0.02%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$60.7 - $67.83 $95,845 - $107,103	1,579 Added 45.36%	5,060 $343,000
Q2 2024 Aug 13, 2024	SELL	$58.73 - $63.02 $23,844 - $25,586	-406 Reduced 10.45%	3,481 $212,000
Q1 2024 Jun 11, 2024	SELL	$57.28 - $62.16 $65,012 - $70,551	-1,135 Reduced 22.6%	3,887 $241,000
Q4 2023 Feb 09, 2024	SELL	$51.79 - $59.14 $385,524 - $440,238	-7,444 Reduced 59.71%	5,022 $293,000
Q3 2023 Nov 03, 2023	SELL	$54.27 - $58.97 $71,636 - $77,840	-1,320 Reduced 9.57%	12,466 $676,000
Q2 2023 Aug 04, 2023	BUY	$54.07 - $58.38 $687,067 - $741,834	12,707 Added 1177.66%	13,786 $780,000
Q1 2023 May 11, 2023	BUY	$54.52 - $62.29 $5,942 - $6,789	109 Added 11.24%	1,079 $62,000
Q4 2022 Feb 09, 2023	BUY	$52.8 - $61.4 $51,216 - $59,558	970 New	970 $57,000

Others Institutions Holding CDL

# of Institutions

Shares Held

2.18M

Call Options Held

Put Options Held

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About VICTORY PORTF II SHS US LRG CA

Ticker CDL
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Ever Source Wealth Advisors, LLC Victory Portf Ii Shs Us Lrg Ca Transaction History