Evermay Wealth Management LLC Spdr S&P 500 Fossil Fuel Reser Transaction History
Evermay Wealth Management LLC
- $654 Million
- Q4 2024
A detailed history of Evermay Wealth Management LLC transactions in Spdr S&P 500 Fossil Fuel Reser stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,310 shares of SPYX stock, worth $115,707. This represents 0.02% of its overall portfolio holdings.
Number of Shares
2,310
Previous 2,310
-0.0%
Holding current value
$115,707
Previous $109,000
1.83%
% of portfolio
0.02%
Previous 0.02%
Shares
4 transactions
Others Institutions Holding SPYX
# of Institutions
228Shares Held
16.7MCall Options Held
0Put Options Held
0-
Choate Investment Advisors Boston, MA2.6MShares$130 Million3.04% of portfolio
-
Betterment LLC New York, NY1.97MShares$98.6 Million0.22% of portfolio
-
Windmill Hill Asset Management LTD1.28MShares$64.2 Million68.18% of portfolio
-
Lake Street Advisors Group, LLC874KShares$43.8 Million1.98% of portfolio
-
Partners Capital Investment Group, LLP Boston, MA600KShares$30.1 Million0.86% of portfolio