A detailed history of Ever Source Wealth Advisors, LLC transactions in Invesco Actively stock. As of the latest transaction made, Ever Source Wealth Advisors, LLC holds 76 shares of PSR stock, worth $6,954. This represents 0.0% of its overall portfolio holdings.

Number of Shares
76
Previous 90 15.56%
Holding current value
$6,954
Previous $8,000 12.5%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025

SELL
$89.62 - $94.13 $1,254 - $1,317
-14 Reduced 15.56%
76 $7,000
Q2 2025

Aug 13, 2025

BUY
$81.92 - $93.07 $81 - $93
1 Added 1.12%
90 $8,000
Q3 2024

Nov 08, 2024

BUY
$84.82 - $99.93 $84 - $99
1 Added 1.14%
89 $8,000
Q2 2024

Aug 13, 2024

SELL
$80.01 - $87.58 $12,481 - $13,662
-156 Reduced 63.93%
88 $7,000
Q1 2024

Jun 11, 2024

BUY
$84.85 - $92.36 $169 - $184
2 Added 0.83%
244 $21,000
Q4 2023

Feb 09, 2024

BUY
$74.46 - $92.44 $18,019 - $22,370
242 New
242 $22,000

Others Institutions Holding PSR

About INVESCO ACTIVELY


  • Ticker PSR
  • Sector ETFs
  • Industry ETFs
More about PSR
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.