Evermay Wealth Management LLC Spdr S&P 600 Small Cap Value E Transaction History
Evermay Wealth Management LLC
- $756 Million
- Q1 2025
A detailed history of Evermay Wealth Management LLC transactions in Spdr S&P 600 Small Cap Value E stock. As of the latest transaction made, Evermay Wealth Management LLC holds 2,515 shares of SLYV stock, worth $190,637. This represents 0.03% of its overall portfolio holdings.
Number of Shares
2,515
Previous 2,515
-0.0%
Holding current value
$190,637
Previous $219,000
10.05%
% of portfolio
0.03%
Previous 0.03%
Shares
4 transactions
Others Institutions Holding SLYV
# of Institutions
611Shares Held
35.2MCall Options Held
2.8KPut Options Held
900-
Lpl Financial LLC Fort Mill, SC5.15MShares$391 Million0.16% of portfolio
-
Bank Of America Corp Charlotte, NC2.31MShares$175 Million0.01% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA1.31MShares$99.2 Million0.22% of portfolio
-
Cannon Financial Strategists, Inc. Athens, GA942KShares$71.4 Million12.68% of portfolio
-
Cerity Partners LLC New York, NY935KShares$70.9 Million0.15% of portfolio