Evermay Wealth Management LLC Invesco ETF Tr Ii Invesco Phlx Transaction History
Evermay Wealth Management LLC
- $618 Million
- Q3 2024
A detailed history of Evermay Wealth Management LLC transactions in Invesco ETF Tr Ii Invesco Phlx stock. As of the latest transaction made, Evermay Wealth Management LLC holds 265 shares of SOXQ stock, worth $10,486. This represents 0.0% of its overall portfolio holdings.
Number of Shares
265
Previous 265
-0.0%
Holding current value
$10,486
Previous $11,000
9.09%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SOXQ
# of Institutions
89Shares Held
2.44MCall Options Held
11KPut Options Held
11.3K-
Lpl Financial LLC Fort Mill, SC378KShares$15 Million0.01% of portfolio
-
Eagle Global Advisors LLC Houston, TX338KShares$13.4 Million0.7% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN266KShares$10.5 Million0.0% of portfolio
-
Bank Of America Corp Charlotte, NC136KShares$5.38 Million0.0% of portfolio
-
Jump Financial, LLC Chicago, IL127KShares$5.03 Million0.11% of portfolio