Evermay Wealth Management LLC Ishare Morningstar Mid Cap Gro Call Options Transaction History
Evermay Wealth Management LLC
- $661 Million
- Q1 2024
Call Options
0 transactions
Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
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Others Institutions Holding IMCG
# of Institutions
310Shares Held
16MCall Options Held
0Put Options Held
0-
Lpl Financial LLC Fort Mill, SC1.47MShares$102 Million0.06% of portfolio
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Morgan Stanley New York, NY899KShares$62.2 Million0.01% of portfolio
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Ameriprise Financial Inc Minneapolis, MN888KShares$61.5 Million0.02% of portfolio
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Northwestern Mutual Wealth Management CO698KShares$48.4 Million0.05% of portfolio
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Raymond James Financial Services Advisors, Inc. St. Petersburg, FL652KShares$45.2 Million0.06% of portfolio