Evermay Wealth Management LLC Invesco ETF Tr Ii Invesco Phlx Transaction History
Evermay Wealth Management LLC
- $866 Million
- Q3 2025
A detailed history of Evermay Wealth Management LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Evermay Wealth Management LLC holds 265 shares of SOXQ stock, worth $14,211. This represents 0.0% of its overall portfolio holdings.
Number of Shares
265
Previous 265
-0.0%
Holding current value
$14,211
Previous $11,000
18.18%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SOXQ
# of Institutions
102Shares Held
2.62MCall Options Held
12.1KPut Options Held
0-
Eagle Global Advisors LLC Houston, TX332KShares$17.8 Million0.67% of portfolio
-
Lpl Financial LLC Fort Mill, SC295KShares$15.8 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC168KShares$9 Million0.0% of portfolio
-
North Rock Partners, LLC132KShares$7.06 Million0.13% of portfolio
-
Condor Capital Management Martinsville, NJ122KShares$6.55 Million0.52% of portfolio