Evermay Wealth Management LLC Vaneck Intermediate Muni ETF Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding ITM
# of Institutions
178Shares Held
33.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC15.9MShares$736 Million0.06% of portfolio
-
Northwestern Mutual Wealth Management CO2.58MShares$119 Million0.11% of portfolio
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Lpl Financial LLC Fort Mill, SC1.58MShares$73.1 Million0.03% of portfolio
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Htlf Bank Denver, CO1.27MShares$58.8 Million6.48% of portfolio
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Envestnet Asset Management Inc943KShares$43.6 Million0.01% of portfolio