Evermay Wealth Management LLC Innovator U.S. Equity Power Bu Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
Shares
2 transactions
Others Institutions Holding PAUG
# of Institutions
204Shares Held
17.5MCall Options Held
0Put Options Held
0-
Alliancebernstein L.P. New York, NY2.73MShares$105 Million0.04% of portfolio
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Penserra Capital Management LLC Orinda, CA1.06MShares$41 Million0.87% of portfolio
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Commonwealth Equity Services, LLC898KShares$34.6 Million0.05% of portfolio
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Advisor Group Holdings, Inc. Phoenix, AZ896KShares$34.5 Million0.08% of portfolio
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Brookstone Capital Management894KShares$34.4 Million0.56% of portfolio