Ever Source Wealth Advisors, LLC Global X Fds Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025

A detailed history of Ever Source Wealth Advisors, LLC transactions in Global X Fds stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 8,163 shares of CEFA stock, worth $300,969. This represents 0.01% of its overall portfolio holdings.

Number of Shares
8,163
Previous 5,393 51.36%
Holding current value
$300,969
Previous $185,000 58.38%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Nov 10, 2025
BUY
$33.82 - $36.1 $93,681 - $99,997
2,770 Added 51.36%
8,163 $293,000
Q2 2025

Aug 13, 2025
BUY
$28.37 - $34.48 $96,770 - $117,611
3,411 Added 172.1%
5,393 $185,000
Q1 2025

May 13, 2025
BUY
$29.76 - $33.55 $53,627 - $60,457
1,802 Added 1001.11%
1,982 $66,000
Q4 2024

Feb 07, 2025
BUY
$30.05 - $32.57 $5,409 - $5,862
180 New
180 $5,000

Others Institutions Holding CEFA

# of Institutions
25
Shares Held
418K
Call Options Held
0
Put Options Held
0
View Full List

About GLOBAL X FDS

CEFA Quotes by TradingView
  • Ticker CEFA
More about CEFA
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