Ever Source Wealth Advisors, LLC Sovereigns Capital Flourish Fund Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Number of Shares
742,860
Previous 851,892 12.8%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
SELL
N/A
-109,032 Reduced 12.8%
742,860 $0
Q2 2025

Aug 13, 2025
BUY
N/A
64,460 Added 8.19%
851,892 $0
Q1 2025

May 13, 2025
BUY
N/A
47,077 Added 6.36%
787,432 $0
Q4 2024

Feb 07, 2025
BUY
N/A
59,670 Added 8.77%
740,355 $0
Q3 2024

Nov 08, 2024
BUY
N/A
37,215 Added 5.78%
680,685 $0
Q2 2024

Aug 13, 2024
BUY
N/A
76,246 Added 13.44%
643,470 $0
Q1 2024

Jun 11, 2024
BUY
N/A
110,934 Added 24.31%
567,224 $0
Q4 2023

Feb 09, 2024
BUY
N/A
456,290 New
456,290 $0
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