Evermay Wealth Management LLC Spdr S&P Kensho New Economies Transaction History
Evermay Wealth Management LLC
- $661 Million
- Q1 2024
A detailed history of Evermay Wealth Management LLC transactions in Spdr S&P Kensho New Economies stock. As of the latest transaction made, Evermay Wealth Management LLC holds 115 shares of KOMP stock, worth $5,324. This represents 0.0% of its overall portfolio holdings.
Number of Shares
115
Previous 115
-0.0%
Holding current value
$5,324
Previous $5,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
3 transactions
Others Institutions Holding KOMP
# of Institutions
133Shares Held
39.1MCall Options Held
1.4KPut Options Held
100-
Financial Engines Advisors L.L.C. Santa Clara, CA33.3MShares$1.54 Billion3.62% of portfolio
-
Betterment LLC New York, NY1.45MShares$67.3 Million0.19% of portfolio
-
Marquette Asset Management, LLC577KShares$26.7 Million4.83% of portfolio
-
Strategic Advocates LLC Logan, UT421KShares$19.5 Million7.8% of portfolio
-
Horizon Investments, LLC Charlotte, NC223KShares$10.3 Million0.24% of portfolio