Evercore Wealth Management, LLC Spdr S&P Aerospace & Defense E Transaction History

Evercore Wealth Management, LLC

  • $6.47 Billion
  • Q4 2024

A detailed history of Evercore Wealth Management, LLC transactions in Spdr S&P Aerospace & Defense E stock. As of the latest transaction made, Evercore Wealth Management, LLC holds 6,123 shares of XAR stock, worth $1.03 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,123
Previous 6,923 11.56%
Holding current value
$1.03 Million
Previous $1.09 Million 6.8%
% of portfolio
0.02%
Previous 0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
SELL
$153.8 - $176.52 $123,040 - $141,216
-800 Reduced 11.56%
6,123 $1.02 Million
Q3 2024

Nov 14, 2024
SELL
$139.03 - $157.34 $222,448 - $251,744
-1,600 Reduced 18.77%
6,923 $1.09 Million
Q1 2024

May 15, 2024
BUY
$127.46 - $141.87 $203,936 - $226,992
1,600 Added 23.11%
8,523 $1.2 Million
Q3 2023

Nov 14, 2023
BUY
$110.08 - $125.09 $31,042 - $35,275
282 Added 4.25%
6,923 $776,000
Q2 2023

Aug 04, 2023
BUY
$110.78 - $122.64 $110,780 - $122,640
1,000 Added 17.73%
6,641 $807,000
Q1 2023

May 15, 2023
BUY
$109.92 - $121.62 $103,434 - $114,444
941 Added 20.02%
5,641 $659,000
Q3 2022

Nov 14, 2022
SELL
$91.68 - $115.5 $395,782 - $498,613
-4,317 Reduced 47.88%
4,700 $431,000
Q2 2022

Aug 15, 2022
BUY
$96.26 - $126.23 $207,921 - $272,656
2,160 Added 31.5%
9,017 $907,000
Q1 2022

May 16, 2022
BUY
$107.27 - $126.95 $735,550 - $870,496
6,857 New
6,857 $855,000

Others Institutions Holding XAR

# of Institutions
404
Shares Held
7.43M
Call Options Held
29K
Put Options Held
6K
View Full List

About SPDR S&P AEROSPACE & DEFENSE E

XAR Quotes by TradingView
  • Ticker XAR
  • Sector ETFs
  • Industry ETFs
More about XAR
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