Evermay Wealth Management LLC Invesco Exchange Traded Fd Tr Call Options Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
Call Options
0 transactions
| Quarter | Operation | Price Per call | calls change | calls Held | SEC Form |
|---|
Others Institutions Holding PPA
# of Institutions
375Shares Held
17.2MCall Options Held
9.3KPut Options Held
800-
Bank Of America Corp Charlotte, NC2.9MShares$348 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.73MShares$208 Million0.01% of portfolio
-
Lpl Financial LLC Fort Mill, SC1.39MShares$167 Million0.07% of portfolio
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Summit Trail Advisors, LLC New York, NY590KShares$70.7 Million1.61% of portfolio
-
Miracle Mile Advisors, LLC578KShares$69.2 Million1.6% of portfolio