Ever Source Wealth Advisors, LLC SMI 3FOURTEEN REAL ASSET ALLOCATION ETF Transaction History

Ever Source Wealth Advisors, LLC

  • $2.2 Billion
  • Q3 2025
Number of Shares
337,882
Previous 297,019 13.76%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Nov 10, 2025
BUY
N/A
40,863 Added 13.76%
337,882 $0
Q2 2025

Aug 13, 2025
BUY
N/A
5,189 Added 1.78%
297,019 $0
Q1 2025

May 13, 2025
BUY
N/A
291,830 New
291,830 $0
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