Evermay Wealth Management LLC Invesco ETF Tr Ii Invesco Phlx Transaction History
Evermay Wealth Management LLC
- $620 Million
- Q2 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 $10,478. This represents 0.0% of its overall portfolio holdings.
Number of Shares
265
Previous 265
-0.0%
Holding current value
$10,478
Previous $10,000
10.0%
% of portfolio
0.0%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding SOXQ
# of Institutions
84Shares Held
2.62MCall Options Held
4.2KPut Options Held
6.7K-
Eagle Global Advisors LLC Houston, TX338KShares$13.4 Million0.78% of portfolio
-
Global X Japan Co., Ltd. Chiyoda Ku, Tokyo, M0327KShares$12.9 Million2.0% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN275KShares$10.9 Million0.0% of portfolio
-
Lpl Financial LLC Fort Mill, SC270KShares$10.7 Million0.01% of portfolio
-
Banco Btg Pactual S.A. Rio De Janeiro, D5132KShares$5.22 Million0.92% of portfolio