Evermay Wealth Management LLC Vaneck Short Muni ETF Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Vaneck Short Muni ETF stock. As of the latest transaction made, Evermay Wealth Management LLC holds 9,472 shares of SMB stock, worth $162,728. This represents 0.02% of its overall portfolio holdings.
Number of Shares
9,472
Previous 14,323
33.87%
Holding current value
$162,728
Previous $247,000
34.82%
% of portfolio
0.02%
Previous 0.04%
Shares
6 transactions
Others Institutions Holding SMB
# of Institutions
92Shares Held
12MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.71MShares$46.6 Million0.0% of portfolio
-
Allworth Financial LP1.63MShares$28.1 Million0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC651KShares$11.2 Million0.01% of portfolio
-
Wells Fargo & Company San Francisco, CA642KShares$11 Million0.0% of portfolio
-
M Holdings Securities, Inc. Portland, OR573KShares$9.84 Million2.49% of portfolio