Evermay Wealth Management LLC Ishares Tr Global Consumer Sta Transaction History

Evermay Wealth Management LLC

  • $654 Million
  • Q4 2024

A detailed history of Evermay Wealth Management LLC transactions in Ishares Tr Global Consumer Sta stock. As of the latest transaction made, Evermay Wealth Management LLC holds 317 shares of KXI stock, worth $19,143. This represents 0.0% of its overall portfolio holdings.

Number of Shares
317
Previous 24,221 98.69%
Holding current value
$19,143
Previous $1.59 Million 98.81%
% of portfolio
0.0%
Previous 0.26%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 23, 2025
SELL
$60.15 - $65.39 $1.44 Million - $1.56 Million
-23,904 Reduced 98.69%
317 $19,000
Q3 2024

Oct 25, 2024
SELL
$59.84 - $66.17 $132,366 - $146,368
-2,212 Reduced 8.37%
24,221 $1.59 Million
Q2 2024

Aug 01, 2024
SELL
$58.02 - $62.89 $29,474 - $31,948
-508 Reduced 1.89%
26,433 $1.59 Million
Q1 2024

May 13, 2024
BUY
$58.26 - $61.03 $1.57 Million - $1.64 Million
26,941 New
26,941 $1.64 Million

Others Institutions Holding KXI

# of Institutions
131
Shares Held
6.59M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR GLOBAL CONSUMER STA

KXI Quotes by TradingView
  • Ticker KXI
  • Sector ETFs
  • Industry ETFs
More about KXI
Track This Portfolio

Track Evermay Wealth Management LLC Portfolio

Follow Evermay Wealth Management 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 Evermay Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Evermay Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email