Evercore Wealth Management, LLC Spdr Portfolio S&P 500 High Di Transaction History

Evercore Wealth Management, LLC

  • $6.66 Billion
  • Q3 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr Portfolio S&P 500 High Di stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 5,969 shares of SPYD stock, worth $266,694. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,969
Previous 5,969 -0.0%
Holding current value
$266,694
Previous $240,000 13.33%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 15, 2024
SELL
$37.72 - $40.71 $107,464 - $115,982
-2,849 Reduced 32.31%
5,969 $242,000
Q1 2023

May 15, 2023
SELL
$35.58 - $43.09 $89,021 - $107,811
-2,502 Reduced 22.1%
8,818 $335,000
Q4 2020

Feb 16, 2021
BUY
$27.0 - $34.09 $305,640 - $385,898
11,320 New
11,320 $373,000

Others Institutions Holding SPYD

# of Institutions
474
Shares Held
47.4M
Call Options Held
68.6K
Put Options Held
13K
View Full List

About SPDR PORTFOLIO S&P 500 HIGH DI

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

Track Evercore Wealth Management, LLC Portfolio

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

News

Stay updated on Evercore Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email