Evermay Wealth Management LLC Spdr Ser Tr Fds Spdr Portfolio Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Spdr Ser Tr Fds Spdr Portfolio stock. As of the latest transaction made, Evermay Wealth Management LLC holds 448 shares of SPEM stock, worth $18,166. This represents 0.0% of its overall portfolio holdings.
Number of Shares
448
Previous 448
-0.0%
Holding current value
$18,166
Previous $18,000
5.56%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SPEM
# of Institutions
878Shares Held
206MCall Options Held
0Put Options Held
0-
Creative Planning Overland Park, KS23.2MShares$943 Million0.87% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA18.7MShares$757 Million1.51% of portfolio
-
Lpl Financial LLC Fort Mill, SC10.1MShares$409 Million0.16% of portfolio
-
Allworth Financial LP6.49MShares$263 Million1.44% of portfolio
-
Envestnet Asset Management Inc5.9MShares$239 Million0.08% of portfolio