Evermay Wealth Management LLC Ishares Tr Russell 1000 ETF Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
Shares
1 transactions
Others Institutions Holding IWB
# of Institutions
1,372Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$3.11 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.43 Billion0.44% of portfolio
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Bank Of America Corp Charlotte, NC3.64MShares$1.22 Billion0.1% of portfolio
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M&T Bank Corp3.11MShares$1.04 Billion3.25% of portfolio
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Morgan Stanley New York, NY2.82MShares$945 Million0.07% of portfolio