Ever Source Wealth Advisors, LLC CAPITAL GROUP SHORT DURATION MUNICIPAL INCOME ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Number of Shares
58,661
Previous 61,716 4.95%
Holding current value
$0
Previous $0 NaN%
% 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
N/A
-3,055 Reduced 4.95%
58,661 $0
Q2 2025

Aug 13, 2025
BUY
N/A
20,404 Added 49.39%
61,716 $0
Q1 2025

May 13, 2025
SELL
N/A
-153 Reduced 0.37%
41,312 $0
Q4 2024

Feb 07, 2025
SELL
N/A
-1,796 Reduced 4.15%
41,465 $0
Q3 2024

Nov 08, 2024
BUY
N/A
6,458 Added 17.55%
43,261 $0
Q2 2024

Aug 13, 2024
BUY
N/A
36,803 New
36,803 $0
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