Ever Source Wealth Advisors, LLC Banks—Regional

Ever Source Wealth Advisors, LLC

  • $1.65 Billion
  • Q4 2024

Stock List

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.84B
$3,000 0.0% of portfolio
26
Q4 2024 Added 30.0%
$1.33B
$3,000 0.0% of portfolio
130
Q4 2024 New
$3.72B
$3,000 0.0% of portfolio
134
Q4 2024 New
$635M
$2,000 0.0% of portfolio
54
Q4 2024 Added 63.64%
$7.3B
$2,000 0.0% of portfolio
27
Q4 2024 Reduced 66.67%
$425M
$2,000 0.0% of portfolio
95
Q4 2024 New
$895M
$2,000 0.0% of portfolio
69
Q4 2024 New
$1.26B
$2,000 0.0% of portfolio
32
Q4 2024 New
$269M
$2,000 0.0% of portfolio
70
Q2 2024 Added 34.62%
$616M
$2,000 0.0% of portfolio
62
Q4 2024 New
$3.14B
$2,000 0.0% of portfolio
126
Q4 2024 Reduced 19.75%
$2.02B
$2,000 0.0% of portfolio
44
Q4 2024 Added 69.23%
$2.56B
$2,000 0.0% of portfolio
86
Q4 2024 Added 104.76%
$1.27B
$2,000 0.0% of portfolio
83
Q4 2024 Added 97.62%
$421M
$2,000 0.0% of portfolio
160
Q4 2024 Added 86.05%
$3.98B
$2,000 0.0% of portfolio
32
Q4 2024 Reduced 50.0%
$2.32B
$1,000 0.0% of portfolio
23
Q4 2024 Added 64.29%
$874M
$1,000 0.0% of portfolio
41
Q4 2024 New
$295M
$1,000 0.0% of portfolio
158
Q4 2024 Added 6.76%
$10B
$1,000 0.0% of portfolio
53
Q4 2024 Reduced 75.12%
$1.59B
$1,000 0.0% of portfolio
19
Q4 2024 New
$2.54B
$1,000 0.0% of portfolio
37
Q4 2024 Reduced 24.49%
$762M
$1,000 0.0% of portfolio
39
Q4 2024 Added 69.57%
$967M
$1,000 0.0% of portfolio
34
Q4 2024 New
$1.55B
$1,000 0.0% of portfolio
44
Q4 2024 New
$3.39B
$1,000 0.0% of portfolio
37
Q4 2024 Added 48.0%
$1.17B
$1,000 0.0% of portfolio
39
Q4 2024 New
$233M
$1,000 0.0% of portfolio
85
Q2 2023 Reduced 43.33%
$2.18B
$1,000 0.0% of portfolio
30
Q4 2024 Added 130.77%
$3.92B
$1,000 0.0% of portfolio
14
Q4 2024 New
$1.57B
$1,000 0.0% of portfolio
30
Q4 2024 New
$379M
$1,000 0.0% of portfolio
51
Q4 2024 Added 75.86%
$1.73B
$1,000 0.0% of portfolio
21
Q4 2024 New
$281M
$1,000 0.0% of portfolio
252
Q1 2024 Reduced 67.06%
$1.57B
$1,000 0.0% of portfolio
19
Q4 2024 Added 18.75%
$879M
$1,000 0.0% of portfolio
49
Q4 2024 New
$899M
$1,000 0.0% of portfolio
142
Q4 2024 Reduced 87.53%
$2.74B
$1,000 0.0% of portfolio
31
Q4 2024 Reduced 27.91%
$4.81B
$1,000 0.0% of portfolio
48
Q4 2024 Reduced 23.81%
$67.7M
$1,000 0.0% of portfolio
466
Q4 2024 Reduced 49.95%
$210M
$0 0.0% of portfolio
28
Q3 2024 Reduced 72.28%
$458M
$0 0.0% of portfolio
2
Q4 2024 New
$559M
$0 0.0% of portfolio
12
Q4 2024 New
$390M
$0 0.0% of portfolio
3
Q4 2024 New
$810M
$0 0.0% of portfolio
14
Q4 2024 New
$299M
$0 0.0% of portfolio
4
Q4 2024 New
$370M
$0 0.0% of portfolio
31
Q1 2024 New
$444M
$0 0.0% of portfolio
2
Q4 2024 New
$1.52B
$0 0.0% of portfolio
52
Q4 2024 New
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